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