Strategic Wealth Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
+1,127
| New | +$10.1K | ﹤0.01% | 780 |
|
|
2024
Q1 | – | Sell |
-25,569
| Closed | -$277K | – | 309 |
|
|
2023
Q4 | $277K | Sell |
25,569
-149,029
| -85% | -$1.61M | 0.03% | 230 |
|
|
2023
Q3 | $1.72M | Sell |
174,598
-25,962
| -13% | -$256K | 0.23% | 111 |
|
|
2023
Q2 | $2M | Sell |
200,560
-2,392
| -1% | -$23.9K | 0.26% | 112 |
|
|
2023
Q1 | $1.95M | Sell |
202,952
-13,788
| -6% | -$133K | 0.3% | 97 |
|
|
2022
Q4 | $2.41M | Sell |
216,740
-13,959
| -6% | -$155K | 0.45% | 72 |
|
|
2022
Q3 | $1.97M | Sell |
230,699
-10
| -0% | -$85 | 0.42% | 83 |
|
|
2022
Q2 | $2.42M | Sell |
230,709
-6,551
| -3% | -$68.6K | 0.52% | 65 |
|
|
2022
Q1 | $2.58M | Buy |
+237,260
| New | +$2.58M | 0.5% | 63 |
|
|
2019
Q2 | – | Sell |
-229
| Closed | -$7K | – | 829 |
|
|
2019
Q1 | $7K | Buy |
229
+40
| +21% | +$1.22K | ﹤0.01% | 605 |
|
|
2018
Q4 | $6K | Buy |
+189
| New | +$6K | ﹤0.01% | 549 |
|