United Capital Financial 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 | $239K | Buy |
26,740
+2,267
| +9% | +$20.2K | ﹤0.01% | 982 |
|
|
2025
Q1 | $213K | Sell |
24,473
-8,990
| -27% | -$78.3K | ﹤0.01% | 986 |
|
|
2024
Q4 | $417K | Sell |
33,463
-1,458
| -4% | -$18.2K | ﹤0.01% | 778 |
|
|
2024
Q3 | $405K | Sell |
34,921
-472
| -1% | -$5.48K | ﹤0.01% | 787 |
|
|
2024
Q2 | $376K | Sell |
35,393
-46,955
| -57% | -$499K | ﹤0.01% | 775 |
|
|
2024
Q1 | $983K | Buy |
82,348
+8,401
| +11% | +$100K | 0.01% | 558 |
|
|
2023
Q4 | $801K | Sell |
73,947
-67,598
| -48% | -$732K | 0.01% | 601 |
|
|
2023
Q3 | $1.4M | Sell |
141,545
-14,332
| -9% | -$141K | 0.01% | 464 |
|
|
2023
Q2 | $1.56M | Sell |
155,877
-51,330
| -25% | -$512K | 0.01% | 474 |
|
|
2023
Q1 | $1.99M | Sell |
207,207
-17,246
| -8% | -$166K | 0.01% | 449 |
|
|
2022
Q4 | $2.5M | Buy |
224,453
+2,974
| +1% | +$33.1K | 0.01% | 439 |
|
|
2022
Q3 | $1.89M | Buy |
221,479
+7,461
| +3% | +$63.6K | 0.01% | 485 |
|
|
2022
Q2 | $2.24M | Buy |
214,018
+20,891
| +11% | +$219K | 0.01% | 471 |
|
|
2022
Q1 | $2.1M | Sell |
193,127
-14,496
| -7% | -$158K | 0.01% | 502 |
|
|
2021
Q4 | $2.81M | Buy |
207,623
+20,153
| +11% | +$273K | 0.01% | 468 |
|
|
2021
Q3 | $2.54M | Buy |
187,470
+6,152
| +3% | +$83.4K | 0.01% | 480 |
|
|
2021
Q2 | $2.59M | Buy |
181,318
+65,709
| +57% | +$939K | 0.01% | 489 |
|
|
2021
Q1 | $1.62M | Buy |
115,609
+62,732
| +119% | +$876K | 0.01% | 547 |
|
|
2020
Q4 | $991K | Buy |
+52,877
| New | +$991K | 0.01% | 672 |
|
|
2018
Q2 | – | Sell |
-6,430
| Closed | -$265K | – | 1364 |
|
|
2018
Q1 | $265K | Sell |
6,430
-5,189
| -45% | -$214K | ﹤0.01% | 1134 |
|
|
2017
Q4 | $492K | Buy |
11,619
+2,822
| +32% | +$119K | ﹤0.01% | 972 |
|
|
2017
Q3 | $276K | Buy |
8,797
+664
| +8% | +$20.8K | ﹤0.01% | 1139 |
|
|
2017
Q2 | $316K | Buy |
8,133
+1,648
| +25% | +$64K | ﹤0.01% | 1059 |
|
|
2017
Q1 | $253K | Buy |
+6,485
| New | +$253K | ﹤0.01% | 1108 |
|
|
2016
Q4 | – | Sell |
-120,841
| Closed | -$4.61M | – | 1331 |
|
|
2016
Q3 | $4.61M | Buy |
120,841
+21,843
| +22% | +$833K | 0.04% | 396 |
|
|
2016
Q2 | $4.26M | Buy |
98,998
+287
| +0.3% | +$12.3K | 0.04% | 392 |
|
|
2016
Q1 | $4.58M | Sell |
98,711
-24,333
| -20% | -$1.13M | 0.05% | 352 |
|
|
2015
Q4 | $6.65M | Sell |
123,044
-31,128
| -20% | -$1.68M | 0.08% | 280 |
|
|
2015
Q3 | $6.21M | Sell |
154,172
-8,864
| -5% | -$357K | 0.07% | 275 |
|
|
2015
Q2 | $11.1M | Buy |
163,036
+229
| +0.1% | +$15.5K | 0.13% | 188 |
|
|
2015
Q1 | $11.4M | Buy |
162,807
+24,928
| +18% | +$1.75M | 0.14% | 186 |
|
|
2014
Q4 | $7.77M | Buy |
137,879
+33,013
| +31% | +$1.86M | 0.12% | 199 |
|
|
2014
Q3 | $4.77M | Buy |
104,866
+62,359
| +147% | +$2.84M | 0.08% | 265 |
|
|
2014
Q2 | $2.19M | Sell |
42,507
-1,318
| -3% | -$68K | 0.04% | 399 |
|
|
2014
Q1 | $2.14M | Buy |
43,825
+35,519
| +428% | +$1.73M | 0.05% | 345 |
|
|
2013
Q4 | $360K | Sell |
8,306
-749
| -8% | -$32.5K | 0.01% | 495 |
|
|
2013
Q3 | $346K | Sell |
9,055
-459
| -5% | -$17.5K | 0.01% | 526 |
|
|
2013
Q2 | $295K | Buy |
+9,514
| New | +$295K | 0.01% | 602 |
|