Sugarloaf Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $15.3K | Sell |
1,232
-333
| -21% | -$4.15K | ﹤0.01% | 439 |
|
2024
Q3 | $18.2K | Sell |
1,565
-343
| -18% | -$3.98K | ﹤0.01% | 426 |
|
2024
Q2 | $20.3K | Buy |
1,908
+9
| +0.5% | +$96 | ﹤0.01% | 396 |
|
2024
Q1 | $22.7K | Sell |
1,899
-14
| -0.7% | -$167 | ﹤0.01% | 388 |
|
2023
Q4 | $20.7K | Buy |
1,913
+9
| +0.5% | +$97 | 0.01% | 395 |
|
2023
Q3 | $18.8K | Sell |
1,904
-725
| -28% | -$7.15K | ﹤0.01% | 388 |
|
2023
Q2 | $26.2K | Sell |
2,629
-2,663
| -50% | -$26.6K | 0.01% | 358 |
|
2023
Q1 | $50.9K | Sell |
5,292
-2,541
| -32% | -$24.4K | 0.01% | 288 |
|
2022
Q4 | $87.2K | Sell |
7,833
-817
| -9% | -$9.09K | 0.02% | 212 |
|
2022
Q3 | $74K | Buy |
8,650
+88
| +1% | +$753 | 0.02% | 237 |
|
2022
Q2 | $90K | Buy |
8,562
+219
| +3% | +$2.3K | 0.02% | 199 |
|
2022
Q1 | $91K | Buy |
8,343
+5,726
| +219% | +$62.5K | 0.02% | 197 |
|
2021
Q4 | $35K | Buy |
2,617
+1,287
| +97% | +$17.2K | 0.01% | 344 |
|
2021
Q3 | $18K | Buy |
1,330
+208
| +19% | +$2.82K | ﹤0.01% | 442 |
|
2021
Q2 | $16K | Sell |
1,122
-33
| -3% | -$471 | ﹤0.01% | 450 |
|
2021
Q1 | $16 | Sell |
1,155
-24
| -2% | – | ﹤0.01% | 452 |
|
2020
Q4 | $22K | Buy |
1,179
+854
| +263% | +$15.9K | 0.01% | 368 |
|
2020
Q3 | $5K | Hold |
325
| – | – | ﹤0.01% | 530 |
|
2020
Q2 | $5K | Hold |
325
| – | – | ﹤0.01% | 531 |
|
2020
Q1 | $5K | Hold |
325
| – | – | ﹤0.01% | 518 |
|
2019
Q4 | $7K | Buy |
+325
| New | +$7K | ﹤0.01% | 502 |
|