Sargent Bickham Lagudis’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $231K | Sell |
20,781
-71
| -0.3% | -$742 | 0.02% | 252 |
|
|
2022
Q3 | $177K | Sell |
20,852
-11
| -0.1% | -$108 | 0.02% | 250 |
|
|
2022
Q2 | $218K | Sell |
20,863
-189
| -0.9% | -$2.07K | 0.02% | 241 |
|
|
2022
Q1 | $229K | Sell |
21,052
-191
| -0.9% | -$2.52K | 0.02% | 234 |
|
|
2021
Q4 | $287K | Sell |
21,243
-1,071
| -5% | -$14.3K | 0.02% | 212 |
|
|
2021
Q3 | $302K | Sell |
22,314
-104
| -0.5% | -$1.48K | 0.02% | 206 |
|
|
2021
Q2 | $320K | Sell |
22,418
-1,015
| -4% | -$14.7K | 0.03% | 205 |
|
|
2021
Q1 | $327K | Sell |
23,433
-230
| -1% | -$3.75K | 0.03% | 190 |
|
|
2020
Q4 | $443K | Buy |
+23,663
| New | +$386K | 0.04% | 171 |
|
|
2019
Q3 | – | Sell |
-5,551
| Closed | -$95K | – | 787 |
|
|
2019
Q2 | $95K | Sell |
5,551
-466
| -8% | -$10.3K | 0.01% | 288 |
|
|
2019
Q1 | $171K | Sell |
6,017
-575
| -9% | -$16.8K | 0.02% | 228 |
|
|
2018
Q4 | $181K | Hold |
6,592
| – | – | 0.02% | 207 |
|
|
2018
Q3 | $241K | Hold |
6,592
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $238K | Sell |
6,592
-231
| -3% | -$9.06K | 0.03% | 187 |
|
|
2018
Q1 | $281K | Hold |
6,823
| – | – | 0.04% | 171 |
|
|
2017
Q4 | $289K | Hold |
6,823
| – | – | 0.03% | 184 |
|
|
2017
Q3 | $214K | Hold |
6,823
| – | – | 0.03% | 209 |
|
|
2017
Q2 | $265K | Hold |
6,823
| – | – | 0.03% | 180 |
|
|
2017
Q1 | $266K | Hold |
6,823
| – | – | 0.03% | 183 |
|
|
2016
Q4 | $260K | Sell |
6,823
-139
| -2% | -$5.17K | 0.04% | 174 |
|
|
2016
Q3 | $265 | Sell |
6,962
-182
| -3% | -$8.09K | 0.04% | 179 |
|
|
2016
Q2 | $309K | Sell |
7,144
-1,581
| -18% | -$69.9K | 0.05% | 162 |
|
|
2016
Q1 | $404K | Buy |
+8,725
| New | +$421K | 0.07% | 147 |
|
Other funds holding VTRS
DSA
CCM
LCM