SOA Wealth 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 | $8.01K | Buy |
593
+1
| +0.2% | +$14 | ﹤0.01% | 620 |
|
|
2025
Q4 | $7.37K | Sell |
592
-61
| -9% | -$658 | ﹤0.01% | 631 |
|
|
2025
Q3 | $6.47K | Sell |
653
-27
| -4% | -$263 | ﹤0.01% | 650 |
|
|
2025
Q2 | $6.07K | Sell |
680
-69
| -9% | -$583 | ﹤0.01% | 642 |
|
|
2025
Q1 | $6.52K | Sell |
749
-4
| -0.5% | -$42 | ﹤0.01% | 612 |
|
|
2024
Q4 | $9.38K | Sell |
753
-36
| -5% | -$442 | ﹤0.01% | 549 |
|
|
2024
Q3 | $9.16K | Buy |
789
+6
| +0.8% | +$69 | ﹤0.01% | 546 |
|
|
2024
Q2 | $8.32K | Sell |
783
-425
| -35% | -$4.7K | ﹤0.01% | 558 |
|
|
2024
Q1 | $14.4K | Sell |
1,208
-1
| -0.1% | -$12 | ﹤0.01% | 489 |
|
|
2023
Q4 | $13.1K | Sell |
1,209
-4
| -0.3% | -$38 | ﹤0.01% | 488 |
|
|
2023
Q3 | $12K | Sell |
1,213
-32
| -3% | -$333 | ﹤0.01% | 500 |
|
|
2023
Q2 | $12.4K | Sell |
1,245
-87
| -7% | -$831 | ﹤0.01% | 507 |
|
|
2023
Q1 | $12.8K | Buy |
1,332
+165
| +14% | +$1.83K | ﹤0.01% | 498 |
|
|
2022
Q4 | $13K | Sell |
1,167
-80
| -6% | -$836 | ﹤0.01% | 486 |
|
|
2022
Q3 | $10K | Sell |
1,247
-1
| -0.1% | -$10 | ﹤0.01% | 517 |
|
|
2022
Q2 | $13K | Sell |
1,248
-22
| -2% | -$241 | ﹤0.01% | 461 |
|
|
2022
Q1 | $13K | Sell |
1,270
-22
| -2% | -$290 | ﹤0.01% | 541 |
|
|
2021
Q4 | $17K | Sell |
1,292
-16
| -1% | -$214 | ﹤0.01% | 475 |
|
|
2021
Q3 | $17K | Sell |
1,308
-57
| -4% | -$809 | ﹤0.01% | 483 |
|
|
2021
Q2 | $19K | Sell |
1,365
-320
| -19% | -$4.63K | ﹤0.01% | 472 |
|
|
2021
Q1 | $23K | Hold |
1,685
| – | – | 0.01% | 381 |
|
|
2020
Q4 | $30K | Buy |
+1,685
| New | +$27.5K | 0.01% | 335 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
