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