SHFA
SS&H Financial Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
60,393
-276
| -0.5% | -$2.47K | 0.18% | 83 |
|
|
2025
Q1 | $528K | Sell |
60,669
-3,909
| -6% | -$34K | 0.2% | 84 |
|
|
2024
Q4 | $804K | Sell |
64,578
-16,454
| -20% | -$205K | 0.29% | 73 |
|
|
2024
Q3 | $941K | Sell |
81,032
-4,467
| -5% | -$51.9K | 0.34% | 66 |
|
|
2024
Q2 | $909K | Sell |
85,499
-286
| -0.3% | -$3.04K | 0.35% | 66 |
|
|
2024
Q1 | $102K | Sell |
85,785
-2,395
| -3% | -$2.85K | 0.04% | 115 |
|
|
2023
Q4 | $955K | Sell |
88,180
-934
| -1% | -$10.1K | 0.41% | 60 |
|
|
2023
Q3 | $879K | Buy |
+89,114
| New | +$879K | 0.41% | 57 |
|
|
2023
Q1 | $825K | Sell |
85,809
-2,427
| -3% | -$23.3K | 0.38% | 66 |
|
|
2022
Q4 | $982K | Sell |
88,236
-1,099
| -1% | -$12.2K | 0.47% | 62 |
|
|
2022
Q3 | $761K | Buy |
89,335
+3,426
| +4% | +$29.2K | 0.39% | 67 |
|
|
2022
Q2 | $899K | Buy |
+85,909
| New | +$899K | 0.42% | 67 |
|