Venturi Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,959
| Closed | -$49.3K | – | 1820 |
|
2024
Q4 | $49.3K | Buy |
3,959
+1,009
| +34% | +$12.6K | ﹤0.01% | 1020 |
|
2024
Q3 | $34.3K | Buy |
2,950
+2,142
| +265% | +$24.9K | ﹤0.01% | 870 |
|
2024
Q2 | $8.59K | Buy |
+808
| New | +$8.59K | ﹤0.01% | 1134 |
|
2023
Q3 | – | Sell |
-82
| Closed | -$819 | – | 1439 |
|
2023
Q2 | $819 | Sell |
82
-265
| -76% | -$2.65K | ﹤0.01% | 1032 |
|
2023
Q1 | $3.34K | Buy |
+347
| New | +$3.34K | ﹤0.01% | 909 |
|