SVB Wealth’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 | $206K | Buy |
15,235
+2,192
| +17% | +$30.7K | 0.01% | 374 |
|
|
2025
Q4 | $162K | Buy |
13,043
+866
| +7% | +$9.34K | 0.01% | 392 |
|
|
2025
Q3 | $121K | Buy |
12,177
+1,429
| +13% | +$13.9K | 0.01% | 402 |
|
|
2025
Q2 | $96K | Sell |
10,748
-2,419
| -18% | -$20.5K | 0.01% | 417 |
|
|
2025
Q1 | $115K | Sell |
13,167
-1,861
| -12% | -$19.5K | ﹤0.01% | 387 |
|
|
2024
Q4 | $187K | Buy |
+15,028
| New | +$185K | ﹤0.01% | 689 |
|
|
2024
Q3 | – | Sell |
-19,273
| Closed | -$205K | – | 611 |
|
|
2024
Q2 | $205K | Sell |
19,273
-7,238
| -27% | -$80K | 0.01% | 668 |
|
|
2024
Q1 | $317K | Sell |
26,511
-1,672
| -6% | -$20.1K | 0.01% | 609 |
|
|
2023
Q4 | $305K | Sell |
28,183
-8,304
| -23% | -$79.5K | 0.01% | 624 |
|
|
2023
Q3 | $360K | Buy |
36,487
+4,324
| +13% | +$45K | 0.01% | 554 |
|
|
2023
Q2 | $321K | Buy |
32,163
+1,877
| +6% | +$17.9K | 0.01% | 639 |
|
|
2023
Q1 | $291K | Buy |
30,286
+2,700
| +10% | +$29.9K | ﹤0.01% | 734 |
|
|
2022
Q4 | $307K | Buy |
27,586
+11,120
| +68% | +$116K | ﹤0.01% | 739 |
|
|
2022
Q3 | $140K | Buy |
16,466
+2,900
| +21% | +$28.5K | ﹤0.01% | 890 |
|
|
2022
Q2 | $142K | Sell |
13,566
-1,080
| -7% | -$11.8K | ﹤0.01% | 698 |
|
|
2022
Q1 | $159K | Sell |
14,646
-3,238
| -18% | -$42.7K | ﹤0.01% | 713 |
|
|
2021
Q4 | $242K | Buy |
17,884
+1,011
| +6% | +$13.5K | ﹤0.01% | 641 |
|
|
2021
Q3 | $228K | Sell |
16,873
-2,544
| -13% | -$36.1K | ﹤0.01% | 869 |
|
|
2021
Q2 | $277K | Sell |
19,417
-4,805
| -20% | -$69.5K | ﹤0.01% | 782 |
|
|
2021
Q1 | $339K | Sell |
24,222
-30,956
| -56% | -$505K | ﹤0.01% | 639 |
|
|
2020
Q4 | $1.03M | Buy |
55,178
+35,031
| +174% | +$571K | 0.02% | 329 |
|
|
2020
Q3 | $298K | Sell |
20,147
-2
| -0% | -$32 | ﹤0.01% | 529 |
|
|
2020
Q2 | $324K | Sell |
20,149
-275
| -1% | -$4.46K | 0.01% | 444 |
|
|
2020
Q1 | $305K | Buy |
+20,424
| New | +$391K | 0.01% | 387 |
|
|
2018
Q1 | – | Sell |
-8,720
| Closed | -$369K | – | 471 |
|
|
2017
Q4 | $369K | Sell |
8,720
-44,923
| -84% | -$1.72M | 0.01% | 374 |
|
|
2017
Q3 | $1.68M | Buy |
53,643
+573
| +1% | +$19.5K | 0.06% | 203 |
|
|
2017
Q2 | $2.06M | Sell |
53,070
-9,647
| -15% | -$370K | 0.08% | 182 |
|
|
2017
Q1 | $2.44M | Sell |
62,717
-1,510
| -2% | -$60.9K | 0.1% | 166 |
|
|
2016
Q4 | $2.45M | Sell |
64,227
-1,318
| -2% | -$49K | 0.1% | 161 |
|
|
2016
Q3 | $2.5M | Sell |
65,545
-4,076
| -6% | -$181K | 0.1% | 172 |
|
|
2016
Q2 | $3.01M | Buy |
69,621
+29,701
| +74% | +$1.31M | 0.12% | 156 |
|
|
2016
Q1 | $1.85M | Buy |
39,920
+4,660
| +13% | +$225K | 0.08% | 200 |
|
|
2015
Q4 | $1.91M | Sell |
35,260
-11,722
| -25% | -$564K | 0.08% | 210 |
|
|
2015
Q3 | $1.89M | Buy |
46,982
+9,372
| +25% | +$523K | 0.07% | 215 |
|
|
2015
Q2 | $2.55M | Buy |
37,610
+9,640
| +34% | +$681K | 0.09% | 202 |
|
|
2015
Q1 | $1.66M | Buy |
27,970
+1,650
| +6% | +$94.1K | 0.05% | 262 |
|
|
2014
Q4 | $1.48M | Buy |
+26,320
| New | +$1.41M | 0.05% | 270 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
