Sequoia Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
58,258
+30,397
| +109% | +$271K | ﹤0.01% | 968 |
|
|
2025
Q1 | $243K | Buy |
27,861
+7,519
| +37% | +$65.5K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $253K | Sell |
20,342
-8,671
| -30% | -$108K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $337K | Buy |
29,013
+15,589
| +116% | +$181K | ﹤0.01% | 913 |
|
|
2024
Q2 | $143K | Buy |
13,424
+1,054
| +9% | +$11.2K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $148K | Sell |
12,370
-9,570
| -44% | -$114K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $238K | Buy |
+21,940
| New | +$238K | ﹤0.01% | 1024 |
|
|
2021
Q3 | – | Sell |
-13,244
| Closed | -$189K | – | 454 |
|
|
2021
Q2 | $189K | Buy |
13,244
+1,740
| +15% | +$24.8K | 0.01% | 455 |
|
|
2021
Q1 | $161K | Sell |
11,504
-2,496
| -18% | -$34.9K | 0.01% | 425 |
|
|
2020
Q4 | $262K | Buy |
+14,000
| New | +$262K | 0.01% | 343 |
|