Summit Trail Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
33,350
+14,537
| +77% | +$130K | 0.01% | 919 |
|
|
2025
Q1 | $164K | Sell |
18,813
-10,833
| -37% | -$94.4K | 0.01% | 389 |
|
|
2024
Q4 | $369K | Buy |
29,646
+7,506
| +34% | +$93.4K | 0.01% | 263 |
|
|
2024
Q3 | $257K | Sell |
22,140
-982
| -4% | -$11.4K | 0.01% | 593 |
|
|
2024
Q2 | $246K | Buy |
23,122
+5,706
| +33% | +$60.7K | 0.01% | 540 |
|
|
2024
Q1 | $208K | Buy |
17,416
+2,059
| +13% | +$24.6K | 0.01% | 552 |
|
|
2023
Q4 | $166K | Sell |
15,357
-8,966
| -37% | -$97.1K | 0.01% | 513 |
|
|
2023
Q3 | $240K | Buy |
24,323
+303
| +1% | +$2.99K | 0.01% | 449 |
|
|
2023
Q2 | $240K | Buy |
+24,020
| New | +$240K | 0.01% | 426 |
|
|
2018
Q1 | – | Sell |
-2,206
| Closed | -$101K | – | 1630 |
|
|
2017
Q4 | $101K | Buy |
+2,206
| New | +$101K | 0.01% | 628 |
|