Steward Partners Investment Advisory’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 | $184K | Buy |
13,644
+868
| +7% | +$12.1K | ﹤0.01% | 2065 |
|
|
2025
Q4 | $159K | Sell |
12,776
-247
| -2% | -$2.67K | ﹤0.01% | 2044 |
|
|
2025
Q3 | $129K | Sell |
13,023
-422
| -3% | -$4.11K | ﹤0.01% | 2086 |
|
|
2025
Q2 | $120K | Sell |
13,445
-973
| -7% | -$8.23K | ﹤0.01% | 2004 |
|
|
2025
Q1 | $126K | Sell |
14,418
-730
| -5% | -$7.66K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $189K | Buy |
15,148
+418
| +3% | +$5.14K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $171K | Sell |
14,730
-1,283
| -8% | -$14.8K | ﹤0.01% | 1605 |
|
|
2024
Q2 | $170K | Sell |
16,013
-4,366
| -21% | -$48.2K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $243K | Sell |
20,379
-489
| -2% | -$5.89K | ﹤0.01% | 1345 |
|
|
2023
Q4 | $226K | Sell |
20,868
-1,060
| -5% | -$10.2K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $216K | Buy |
21,928
+97
| +0.4% | +$1.01K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $218K | Sell |
21,831
-1,688
| -7% | -$16.1K | ﹤0.01% | 1246 |
|
|
2023
Q1 | $226K | Sell |
23,519
-696
| -3% | -$7.72K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $270K | Sell |
24,215
-8,038
| -25% | -$84K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $275K | Buy |
32,253
+323
| +1% | +$3.18K | 0.01% | 1066 |
|
|
2022
Q2 | $334K | Buy |
31,930
+1,936
| +6% | +$21.2K | 0.01% | 993 |
|
|
2022
Q1 | $326K | Sell |
29,994
-3,212
| -10% | -$42.3K | 0.01% | 1092 |
|
|
2021
Q4 | $449K | Sell |
33,206
-4,442
| -12% | -$59.3K | 0.01% | 977 |
|
|
2021
Q3 | $510K | Sell |
37,648
-675
| -2% | -$9.58K | 0.01% | 898 |
|
|
2021
Q2 | $548K | Sell |
38,323
-13,839
| -27% | -$200K | 0.01% | 894 |
|
|
2021
Q1 | $729K | Buy |
52,162
+528
| +1% | +$8.61K | 0.01% | 750 |
|
|
2020
Q4 | $968K | Buy |
51,634
+50,117
| +3,304% | +$817K | 0.02% | 566 |
|
|
2020
Q3 | $23K | Hold |
1,517
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q2 | $24K | Sell |
1,517
-100
| -6% | -$1.62K | ﹤0.01% | 1713 |
|
|
2020
Q1 | $24K | Sell |
1,617
-750
| -32% | -$14.4K | ﹤0.01% | 1541 |
|
|
2019
Q4 | $47K | Hold |
2,367
| – | – | ﹤0.01% | 1428 |
|
|
2019
Q3 | $46K | Buy |
2,367
+1,140
| +93% | +$22.4K | ﹤0.01% | 1393 |
|
|
2019
Q2 | $23K | Buy |
+1,227
| New | +$27.1K | ﹤0.01% | 1661 |
|
|
2018
Q4 | – | Sell |
-1,426
| Closed | -$52K | – | 2137 |
|
|
2018
Q3 | $52K | Sell |
1,426
-162
| -10% | -$6.08K | ﹤0.01% | 1185 |
|
|
2018
Q2 | $57K | Sell |
1,588
-1,207
| -43% | -$47.4K | ﹤0.01% | 1057 |
|
|
2018
Q1 | $115K | Buy |
+2,795
| New | +$119K | 0.01% | 737 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
