Strategic Family Wealth Counselors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
21,394
-104
| -0.5% | -$929 | 0.05% | 143 |
|
|
2025
Q1 | $187K | Sell |
21,498
-110
| -0.5% | -$958 | 0.06% | 134 |
|
|
2024
Q4 | $269K | Buy |
21,608
+83
| +0.4% | +$1.03K | 0.09% | 116 |
|
|
2024
Q3 | $250K | Buy |
21,525
+45
| +0.2% | +$522 | 0.09% | 115 |
|
|
2024
Q2 | $228K | Hold |
21,480
| – | – | 0.09% | 112 |
|
|
2024
Q1 | $256K | Hold |
21,480
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $233K | Hold |
21,480
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $212K | Hold |
21,480
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $214K | Hold |
21,480
| – | – | 0.1% | 102 |
|
|
2023
Q1 | $207K | Hold |
21,480
| – | – | 0.1% | 101 |
|
|
2022
Q4 | $239K | Buy |
21,480
+86
| +0.4% | +$957 | 0.12% | 88 |
|
|
2022
Q3 | $182K | Hold |
21,394
| – | – | 0.09% | 89 |
|
|
2022
Q2 | $224K | Hold |
21,394
| – | – | 0.11% | 86 |
|
|
2022
Q1 | $233K | Hold |
21,394
| – | – | 0.09% | 91 |
|
|
2021
Q4 | $289K | Sell |
21,394
-19
| -0.1% | -$257 | 0.09% | 78 |
|
|
2021
Q3 | $290K | Sell |
21,413
-33
| -0.2% | -$447 | 0.1% | 68 |
|
|
2021
Q2 | $306K | Hold |
21,446
| – | – | 0.1% | 63 |
|
|
2021
Q1 | $300K | Hold |
21,446
| – | – | 0.11% | 63 |
|
|
2020
Q4 | $402K | Buy |
+21,446
| New | +$402K | 0.21% | 58 |
|