Valeo 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 | $160K | Buy |
+17,944
| New | +$160K | ﹤0.01% | 721 |
|
|
2025
Q1 | – | Sell |
-10,849
| Closed | -$119K | – | 724 |
|
|
2024
Q4 | $119K | Sell |
10,849
-3,841
| -26% | -$42.1K | ﹤0.01% | 663 |
|
|
2024
Q3 | $155K | Sell |
14,690
-410
| -3% | -$4.34K | ﹤0.01% | 658 |
|
|
2024
Q2 | $147K | Buy |
15,100
+1,867
| +14% | +$18.2K | ﹤0.01% | 622 |
|
|
2024
Q1 | $153K | Buy |
13,233
+248
| +2% | +$2.86K | 0.01% | 619 |
|
|
2023
Q4 | $141K | Sell |
12,985
-5,035
| -28% | -$54.5K | 0.01% | 605 |
|
|
2023
Q3 | $178K | Buy |
18,020
+1,233
| +7% | +$12.2K | 0.01% | 572 |
|
|
2023
Q2 | $168K | Buy |
16,787
+5,300
| +46% | +$52.9K | 0.01% | 551 |
|
|
2023
Q1 | $111K | Buy |
11,487
+419
| +4% | +$4.03K | 0.01% | 576 |
|
|
2022
Q4 | $123K | Sell |
11,068
-148
| -1% | -$1.65K | 0.01% | 504 |
|
|
2022
Q3 | $96K | Sell |
11,216
-83
| -0.7% | -$710 | 0.01% | 453 |
|
|
2022
Q2 | $118K | Sell |
11,299
-3,538
| -24% | -$36.9K | 0.01% | 446 |
|
|
2022
Q1 | $161K | Buy |
14,837
+2,102
| +17% | +$22.8K | 0.01% | 533 |
|
|
2021
Q4 | $172K | Sell |
12,735
-161
| -1% | -$2.17K | 0.01% | 510 |
|
|
2021
Q3 | $175K | Sell |
12,896
-693
| -5% | -$9.4K | 0.01% | 486 |
|
|
2021
Q2 | $194K | Sell |
13,589
-1,581
| -10% | -$22.6K | 0.01% | 419 |
|
|
2021
Q1 | $212K | Sell |
15,170
-2,151
| -12% | -$30.1K | 0.01% | 417 |
|
|
2020
Q4 | $325K | Buy |
17,321
+16,633
| +2,418% | +$312K | 0.02% | 312 |
|
|
2020
Q3 | $10K | Buy |
+688
| New | +$10K | ﹤0.01% | 1052 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | – | – | 1672 |
|
|
2019
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1661 |
|
|
2018
Q2 | – | Sell |
-134
| Closed | -$6K | – | 1760 |
|
|
2018
Q1 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 1096 |
|