Principle Wealth Partners’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 | $165K | Hold |
12,242
| – | – | 0.01% | 375 |
|
|
2025
Q4 | $152K | Hold |
12,242
| – | – | 0.01% | 369 |
|
|
2025
Q3 | $121K | Sell |
12,242
-12
| -0.1% | -$117 | 0.01% | 358 |
|
|
2025
Q2 | $109K | Buy |
12,254
+12
| +0.1% | +$101 | 0.01% | 358 |
|
|
2025
Q1 | $107K | Sell |
12,242
-38
| -0.3% | -$399 | 0.01% | 340 |
|
|
2024
Q4 | $153K | Sell |
12,280
-29
| -0.2% | -$356 | 0.01% | 331 |
|
|
2024
Q3 | $143K | Buy |
+12,309
| New | +$142K | 0.01% | 339 |
|
|
2024
Q2 | – | Sell |
-12,424
| Closed | -$148K | – | 345 |
|
|
2024
Q1 | $148K | Sell |
12,424
-86
| -0.7% | -$1.04K | 0.01% | 342 |
|
|
2023
Q4 | $135K | Sell |
12,510
-93
| -0.7% | -$891 | 0.01% | 334 |
|
|
2023
Q3 | $124K | Sell |
12,603
-13,726
| -52% | -$143K | 0.01% | 319 |
|
|
2023
Q2 | $263K | Sell |
26,329
-109
| -0.4% | -$1.04K | 0.03% | 284 |
|
|
2023
Q1 | $254K | Sell |
26,438
-11
| -0% | -$122 | 0.03% | 279 |
|
|
2022
Q4 | $294K | Sell |
26,449
-505
| -2% | -$5.28K | 0.03% | 251 |
|
|
2022
Q3 | $230 | Sell |
26,954
-2,498
| -8% | -$24.6K | 0.02% | 268 |
|
|
2022
Q2 | $308K | Sell |
29,452
-2,392
| -8% | -$26.2K | 0.04% | 242 |
|
|
2022
Q1 | $346K | Sell |
31,844
-2,960
| -9% | -$39K | 0.04% | 245 |
|
|
2021
Q4 | $471K | Sell |
34,804
-842
| -2% | -$11.2K | 0.05% | 213 |
|
|
2021
Q3 | $483K | Sell |
35,646
-3,049
| -8% | -$43.3K | 0.06% | 200 |
|
|
2021
Q2 | $553K | Sell |
38,695
-5,565
| -13% | -$80.5K | 0.06% | 188 |
|
|
2021
Q1 | $618K | Sell |
44,260
-4,764
| -10% | -$77.6K | 0.07% | 168 |
|
|
2020
Q4 | $919K | Buy |
+49,024
| New | +$800K | 0.12% | 125 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
