PPWM
PFG Private Wealth Management’s Viatris VTRS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5
| Closed | -$44 | – | 247 |
|
2025
Q1 | $44 | Hold |
5
| – | – | ﹤0.01% | 260 |
|
2024
Q4 | $62 | Hold |
5
| – | – | ﹤0.01% | 236 |
|
2024
Q3 | $58 | Hold |
5
| – | – | ﹤0.01% | 237 |
|
2024
Q2 | $53 | Hold |
5
| – | – | ﹤0.01% | 238 |
|
2024
Q1 | $60 | Hold |
5
| – | – | ﹤0.01% | 223 |
|
2023
Q4 | $54 | Hold |
5
| – | – | ﹤0.01% | 233 |
|
2023
Q3 | $49 | Hold |
5
| – | – | ﹤0.01% | 291 |
|
2023
Q2 | $50 | Hold |
5
| – | – | ﹤0.01% | 284 |
|
2023
Q1 | $48 | Sell |
5
-13
| -72% | -$125 | ﹤0.01% | 285 |
|
2022
Q4 | $0 | Buy |
18
+13
| +260% | – | ﹤0.01% | 428 |
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 371 |
|
2022
Q2 | $0 | Sell |
5
-233
| -98% | – | ﹤0.01% | 339 |
|
2022
Q1 | $3K | Hold |
238
| – | – | ﹤0.01% | 273 |
|
2021
Q4 | $3K | Hold |
238
| – | – | ﹤0.01% | 280 |
|
2021
Q3 | $3K | Buy |
+238
| New | +$3K | ﹤0.01% | 272 |
|