Stokes Family Office’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,409
| Closed | -$132K | – | 343 |
|
|
2023
Q3 | $132K | Buy |
13,409
+1,303
| +11% | +$12.8K | 0.02% | 316 |
|
|
2023
Q2 | $121K | Buy |
12,106
+596
| +5% | +$5.95K | 0.01% | 311 |
|
|
2023
Q1 | $111K | Buy |
11,510
+1,380
| +14% | +$13.3K | 0.01% | 285 |
|
|
2022
Q4 | $113K | Buy |
+10,130
| New | +$113K | 0.01% | 265 |
|
|
2022
Q1 | – | Sell |
-10,005
| Closed | -$135K | – | 285 |
|
|
2021
Q4 | $135K | Sell |
10,005
-161
| -2% | -$2.17K | 0.02% | 243 |
|
|
2021
Q3 | $138K | Sell |
10,166
-776
| -7% | -$10.5K | 0.02% | 222 |
|
|
2021
Q2 | $156K | Sell |
10,942
-411
| -4% | -$5.86K | 0.02% | 213 |
|
|
2021
Q1 | $159K | Sell |
11,353
-660
| -5% | -$9.24K | 0.02% | 190 |
|
|
2020
Q4 | $225K | Buy |
+12,013
| New | +$225K | 0.04% | 157 |
|