West Oak Capital’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | – | – | 331 |
|
|
2024
Q1 | $0 | Sell |
21
-16
| -43% | – | ﹤0.01% | 322 |
|
|
2023
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $369 | Hold |
37
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $356 | Hold |
37
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $0 | Sell |
37
-688
| -95% | – | ﹤0.01% | 332 |
|
|
2022
Q3 | $6K | Hold |
725
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $8K | Hold |
725
| – | – | ﹤0.01% | 256 |
|
|
2022
Q1 | $8K | Sell |
725
-158
| -18% | -$1.74K | ﹤0.01% | 279 |
|
|
2021
Q4 | $12K | Sell |
883
-496
| -36% | -$6.74K | ﹤0.01% | 263 |
|
|
2021
Q3 | $19K | Sell |
1,379
-49
| -3% | -$675 | 0.01% | 247 |
|
|
2021
Q2 | $20K | Sell |
1,428
-612
| -30% | -$8.57K | 0.01% | 239 |
|
|
2021
Q1 | $28K | Hold |
2,040
| – | – | 0.01% | 213 |
|
|
2020
Q4 | $38K | Buy |
+2,040
| New | +$38K | 0.02% | 192 |
|