Plante Moran Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2K | Buy |
1,122
+552
| +97% | +$7.72K | ﹤0.01% | 472 |
|
|
2025
Q4 | $7.1K | Sell |
570
-37
| -6% | -$399 | ﹤0.01% | 608 |
|
|
2025
Q3 | $6.01K | Sell |
607
-131
| -18% | -$1.27K | ﹤0.01% | 597 |
|
|
2025
Q2 | $6.59K | Buy |
738
+182
| +33% | +$1.54K | ﹤0.01% | 613 |
|
|
2025
Q1 | $4.84K | Hold |
556
| – | – | ﹤0.01% | 644 |
|
|
2024
Q4 | $6.92K | Sell |
556
-86
| -13% | -$1.06K | ﹤0.01% | 643 |
|
|
2024
Q3 | $7.45K | Hold |
642
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $6.82K | Sell |
642
-131
| -17% | -$1.45K | ﹤0.01% | 617 |
|
|
2024
Q1 | $9.23K | Hold |
773
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $8.37K | Sell |
773
-136
| -15% | -$1.3K | ﹤0.01% | 576 |
|
|
2023
Q3 | $8.96K | Sell |
909
-1,171
| -56% | -$12.2K | ﹤0.01% | 541 |
|
|
2023
Q2 | $20.8K | Buy |
2,080
+1,180
| +131% | +$11.3K | ﹤0.01% | 437 |
|
|
2023
Q1 | $8.66K | Sell |
900
-316
| -26% | -$3.5K | ﹤0.01% | 583 |
|
|
2022
Q4 | $13.5K | Buy |
1,216
+24
| +2% | +$251 | ﹤0.01% | 531 |
|
|
2022
Q3 | $10K | Buy |
1,192
+1
| +0.1% | +$10 | ﹤0.01% | 592 |
|
|
2022
Q2 | $12K | Sell |
1,191
-67
| -5% | -$734 | ﹤0.01% | 580 |
|
|
2022
Q1 | $14K | Sell |
1,258
-235
| -16% | -$3.1K | ﹤0.01% | 560 |
|
|
2021
Q4 | $20K | Sell |
1,493
-120
| -7% | -$1.6K | ﹤0.01% | 565 |
|
|
2021
Q3 | $22K | Sell |
1,613
-131
| -8% | -$1.86K | ﹤0.01% | 545 |
|
|
2021
Q2 | $25K | Sell |
1,744
-1,034
| -37% | -$15K | 0.01% | 524 |
|
|
2021
Q1 | $39K | Sell |
2,778
-807
| -23% | -$13.2K | 0.01% | 413 |
|
|
2020
Q4 | $67K | Buy |
+3,585
| New | +$58.5K | 0.02% | 301 |
|
|
2018
Q2 | – | Sell |
-1,259
| Closed | -$52K | – | 983 |
|
|
2018
Q1 | $52K | Buy |
+1,259
| New | +$53.7K | 0.03% | 340 |
|
|
2017
Q3 | – | Sell |
-132
| Closed | -$5K | – | 866 |
|
|
2017
Q2 | $5K | Sell |
132
-151
| -53% | -$5.79K | ﹤0.01% | 672 |
|
|
2017
Q1 | $11K | Buy |
283
+202
| +249% | +$8.14K | 0.01% | 566 |
|
|
2016
Q4 | $3K | Buy |
81
+43
| +113% | +$1.6K | ﹤0.01% | 820 |
|
|
2016
Q3 | $1K | Sell |
38
-462
| -92% | -$20.5K | ﹤0.01% | 903 |
|
|
2016
Q2 | $22K | Sell |
500
-100
| -17% | -$4.42K | 0.02% | 412 |
|
|
2016
Q1 | $28K | Sell |
600
-202
| -25% | -$9.75K | 0.02% | 341 |
|
|
2015
Q4 | $43K | Buy |
+802
| New | +$38.6K | 0.03% | 309 |
|
|
2015
Q3 | – | Sell |
-101
| Closed | -$7K | – | 752 |
|
|
2015
Q2 | $7K | Hold |
101
| – | – | 0.01% | 584 |
|
|
2015
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 594 |
|
|
2014
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 638 |
|
|
2014
Q3 | $5K | Hold |
101
| – | – | ﹤0.01% | 686 |
|
|
2014
Q2 | $5K | Buy |
+101
| New | +$4.96K | ﹤0.01% | 674 |
|
|
2014
Q1 | – | Sell |
-1,437
| Closed | -$62K | – | 707 |
|
|
2013
Q4 | $62K | Buy |
1,437
+37
| +3% | +$1.52K | 0.03% | 203 |
|
|
2013
Q3 | $53K | Buy |
+1,400
| New | +$49.3K | 0.03% | 184 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
