Prestige Wealth Management Group’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	$11K	Hold	814	–	–	﹤0.01%	411
2025 Q4	$10.1K	Hold	814	–	–	﹤0.01%	440
2025 Q3	$8.06K	Hold	814	–	–	﹤0.01%	495
2025 Q2	$7.27K	Sell	814 -53	-6%	-$448	﹤0.01%	491
2025 Q1	$7.55K	Hold	867	–	–	﹤0.01%	485
2024 Q4	$10.8K	Buy	867 +1	+0.1%	+$12	﹤0.01%	450
2024 Q3	$10.1K	Hold	866	–	–	﹤0.01%	451
2024 Q2	$9.21K	Sell	866 -31	-3%	-$343	﹤0.01%	422
2024 Q1	$10.7K	Hold	897	–	–	﹤0.01%	432
2023 Q4	$9.72K	Sell	897 -42	-4%	-$402	﹤0.01%	457
2023 Q3	$9.26K	Sell	939 -1	-0.1%	-$10	﹤0.01%	453
2023 Q2	$9.38K	Hold	940	–	–	﹤0.01%	472
2023 Q1	$9.04K	Hold	940	–	–	﹤0.01%	453
2022 Q4	$10.5K	Sell	940 -999	-52%	-$10.4K	﹤0.01%	452
2022 Q3	$16K	Sell	1,939 -1,049	-35%	-$10.3K	﹤0.01%	355
2022 Q2	$31K	Buy	2,988 +84	+3%	+$921	0.01%	276
2022 Q1	$32K	Hold	2,904	–	–	0.01%	282
2021 Q4	$39K	Sell	2,904 -28	-1%	-$374	0.01%	289
2021 Q3	$39K	Buy	2,932 +1,942	+196%	+$27.6K	0.01%	281
2021 Q2	$14K	Sell	990 -19	-2%	-$275	﹤0.01%	418
2021 Q1	$14K	Sell	1,009 -617	-38%	-$10.1K	﹤0.01%	417
2020 Q4	$30K	Buy	+1,626	New	+$26.5K	0.01%	301