Waddell & Associates’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-15,461
| Closed | -$152K | – | 175 |
|
2023
Q3 | $152K | Sell |
15,461
-386
| -2% | -$3.81K | 0.02% | 169 |
|
2023
Q2 | $158K | Buy |
+15,847
| New | +$158K | 0.02% | 163 |
|
2022
Q4 | – | Sell |
-18,427
| Closed | -$157K | – | 154 |
|
2022
Q3 | $157K | Sell |
18,427
-673
| -4% | -$5.73K | 0.03% | 137 |
|
2022
Q2 | $200K | Buy |
19,100
+3,199
| +20% | +$33.5K | 0.04% | 137 |
|
2022
Q1 | $173K | Buy |
+15,901
| New | +$173K | 0.03% | 129 |
|
2021
Q4 | – | Sell |
-18,014
| Closed | -$244K | – | 121 |
|
2021
Q3 | $244K | Buy |
+18,014
| New | +$244K | 0.04% | 95 |
|