WJWM
Williams Jones Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
18,429
-2,686
| -13% | -$24K | ﹤0.01% | 476 |
|
|
2025
Q1 | $184K | Sell |
21,115
-496
| -2% | -$4.32K | ﹤0.01% | 461 |
|
|
2024
Q4 | $269K | Buy |
21,611
+570
| +3% | +$7.1K | ﹤0.01% | 427 |
|
|
2024
Q3 | $244K | Hold |
21,041
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $224K | Sell |
21,041
-2,122
| -9% | -$22.6K | ﹤0.01% | 465 |
|
|
2024
Q1 | $277K | Sell |
23,163
-782
| -3% | -$9.34K | ﹤0.01% | 445 |
|
|
2023
Q4 | $259K | Buy |
23,945
+977
| +4% | +$10.6K | ﹤0.01% | 443 |
|
|
2023
Q3 | $226K | Sell |
22,968
-688
| -3% | -$6.78K | ﹤0.01% | 464 |
|
|
2023
Q2 | $236K | Sell |
23,656
-14
| -0.1% | -$140 | ﹤0.01% | 458 |
|
|
2023
Q1 | $228K | Buy |
23,670
+1,531
| +7% | +$14.7K | ﹤0.01% | 488 |
|
|
2022
Q4 | $246K | Sell |
22,139
-757
| -3% | -$8.43K | ﹤0.01% | 475 |
|
|
2022
Q3 | $195K | Sell |
22,896
-3,169
| -12% | -$27K | ﹤0.01% | 517 |
|
|
2022
Q2 | $273K | Buy |
26,065
+13,595
| +109% | +$142K | ﹤0.01% | 474 |
|
|
2022
Q1 | $136K | Buy |
+12,470
| New | +$136K | ﹤0.01% | 499 |
|