Summit Securities Group’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55K | Sell |
189
-1,522
| -89% | -$21.3K | ﹤0.01% | 909 |
|
|
2025
Q4 | $21.3K | Sell |
1,711
-19,900
| -92% | -$215K | ﹤0.01% | 793 |
|
|
2025
Q3 | $214K | Buy |
21,611
+20,821
| +2,636% | +$203K | 0.07% | 260 |
|
|
2025
Q2 | $7.05K | Sell |
790
-1,589
| -67% | -$13.4K | ﹤0.01% | 938 |
|
|
2025
Q1 | $20.7K | Buy |
+2,379
| New | +$25K | 0.01% | 458 |
|
|
2023
Q3 | – | Sell |
-1,567
| Closed | -$16K | – | 1080 |
|
|
2023
Q2 | $16K | Sell |
1,567
-813
| -34% | -$7.77K | 0.01% | 692 |
|
|
2023
Q1 | $23K | Sell |
2,380
-7,888
| -77% | -$87.5K | 0.01% | 605 |
|
|
2022
Q4 | $114K | Sell |
10,268
-966
| -9% | -$10.1K | 0.02% | 574 |
|
|
2022
Q3 | $96K | Sell |
11,234
-1,653
| -13% | -$16.3K | 0.02% | 536 |
|
|
2022
Q2 | $135K | Buy |
12,887
+2,041
| +19% | +$22.4K | 0.05% | 366 |
|
|
2022
Q1 | $118K | Sell |
10,846
-8,143
| -43% | -$107K | 0.04% | 476 |
|
|
2021
Q4 | $257K | Buy |
+18,989
| New | +$254K | 0.02% | 536 |
|
|
2021
Q3 | – | Sell |
-15,500
| Closed | -$221K | – | 999 |
|
|
2021
Q2 | $221K | Buy |
+15,500
| New | +$224K | 0.05% | 633 |
|
|
2020
Q3 | – | Sell |
-23,900
| Closed | -$384K | – | 594 |
|
|
2020
Q2 | $384K | Buy |
23,900
+3,100
| +15% | +$50.2K | 0.15% | 278 |
|
|
2020
Q1 | $310K | Buy |
+20,800
| New | +$398K | 0.15% | 204 |
|
|
2019
Q4 | – | Sell |
-120,941
| Closed | -$2.39M | – | 587 |
|
|
2019
Q3 | $2.39M | Buy |
+120,941
| New | +$2.37M | 0.92% | 75 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 439 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 400 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
