Pettee Investors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,015
| Closed | -$137K | – | 118 |
|
|
2024
Q4 | $137K | Hold |
11,015
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $128K | Hold |
11,015
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $117K | Sell |
11,015
-166
| -1% | -$1.83K | 0.06% | 116 |
|
|
2024
Q1 | $134K | Hold |
11,181
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $121K | Sell |
11,181
-339
| -3% | -$3.25K | 0.05% | 121 |
|
|
2023
Q3 | $114K | Sell |
11,520
-3,553
| -24% | -$37K | 0.05% | 120 |
|
|
2023
Q2 | $150K | Hold |
15,073
| – | – | 0.07% | 121 |
|
|
2023
Q1 | $145K | Hold |
15,073
| – | – | 0.07% | 120 |
|
|
2022
Q4 | $168K | Hold |
15,073
| – | – | 0.08% | 116 |
|
|
2022
Q3 | $128K | Hold |
15,073
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $158K | Sell |
15,073
-259
| -2% | -$2.84K | 0.08% | 116 |
|
|
2022
Q1 | $167K | Hold |
15,332
| – | – | 0.07% | 122 |
|
|
2021
Q4 | $208K | Sell |
15,332
-595
| -4% | -$7.95K | 0.09% | 122 |
|
|
2021
Q3 | $216K | Buy |
15,927
+16
| +0.1% | +$227 | 0.1% | 120 |
|
|
2021
Q2 | $228K | Sell |
15,911
-167
| -1% | -$2.42K | 0.11% | 120 |
|
|
2021
Q1 | $225K | Sell |
16,078
-743
| -4% | -$12.1K | 0.11% | 118 |
|
|
2020
Q4 | $315K | Buy |
+16,821
| New | +$274K | 0.17% | 105 |
|
|
2019
Q2 | – | Sell |
-21,670
| Closed | -$614K | – | 119 |
|
|
2019
Q1 | $614K | Hold |
21,670
| – | – | 0.39% | 73 |
|
|
2018
Q4 | $594K | Hold |
21,670
| – | – | 0.42% | 69 |
|
|
2018
Q3 | $793K | Hold |
21,670
| – | – | 0.47% | 63 |
|
|
2018
Q2 | $783K | Hold |
21,670
| – | – | 0.49% | 65 |
|
|
2018
Q1 | $892K | Buy |
21,670
+11,670
| +117% | +$498K | 0.55% | 53 |
|
|
2017
Q4 | $423K | Buy |
+10,000
| New | +$382K | 0.26% | 96 |
|
Other funds holding VTRS
DSA
DM
