WPW
Waldron Private Wealth’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,566
| Closed | -$144K | – | 428 |
|
|
2024
Q4 | $144K | Sell |
11,566
-6,936
| -37% | -$86.4K | 0.01% | 403 |
|
|
2024
Q3 | $215K | Buy |
+18,502
| New | +$215K | 0.01% | 390 |
|
|
2017
Q2 | – | Sell |
-5,926
| Closed | -$229K | – | 210 |
|
|
2017
Q1 | $229K | Buy |
+5,926
| New | +$229K | 0.06% | 194 |
|
|
2016
Q3 | – | Sell |
-4,891
| Closed | -$211K | – | 163 |
|
|
2016
Q2 | $211K | Buy |
+4,891
| New | +$211K | 0.08% | 146 |
|
|
2015
Q4 | – | Sell |
-17,685
| Closed | -$711K | – | 177 |
|
|
2015
Q3 | $711K | Buy |
17,685
+52
| +0.3% | +$2.09K | 0.31% | 34 |
|
|
2015
Q2 | $1.2M | Sell |
17,633
-457
| -3% | -$31K | 0.47% | 21 |
|
|
2015
Q1 | $1.07M | Sell |
18,090
-43
| -0.2% | -$2.55K | 0.44% | 24 |
|
|
2014
Q4 | $1.02M | Hold |
18,133
| – | – | 0.42% | 24 |
|
|
2014
Q3 | $824K | Hold |
18,133
| – | – | 0.39% | 26 |
|
|
2014
Q2 | $935K | Buy |
18,133
+500
| +3% | +$25.8K | 0.43% | 26 |
|
|
2014
Q1 | $861K | Hold |
17,633
| – | – | 0.42% | 26 |
|
|
2013
Q4 | $765K | Buy |
+17,633
| New | +$765K | 0.35% | 26 |
|