Williams Jones Wealth Management’s Viatris VTRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy	15,948 +341	+2%	+$4.77K	﹤0.01%	469
2025 Q4	$194K	Buy	15,607 +695	+5%	+$7.5K	﹤0.01%	475
2025 Q3	$148K	Sell	14,912 -3,517	-19%	-$34.2K	﹤0.01%	479
2025 Q2	$165K	Sell	18,429 -2,686	-13%	-$22.7K	﹤0.01%	476
2025 Q1	$184K	Sell	21,115 -496	-2%	-$5.21K	﹤0.01%	461
2024 Q4	$269K	Buy	21,611 +570	+3%	+$7K	﹤0.01%	427
2024 Q3	$244K	Hold	21,041	–	–	﹤0.01%	461
2024 Q2	$224K	Sell	21,041 -2,122	-9%	-$23.4K	﹤0.01%	465
2024 Q1	$277K	Sell	23,163 -782	-3%	-$9.42K	﹤0.01%	445
2023 Q4	$259K	Buy	23,945 +977	+4%	+$9.36K	﹤0.01%	443
2023 Q3	$226K	Sell	22,968 -688	-3%	-$7.16K	﹤0.01%	464
2023 Q2	$236K	Sell	23,656 -14	-0.1%	-$134	﹤0.01%	458
2023 Q1	$228K	Buy	23,670 +1,531	+7%	+$17K	﹤0.01%	488
2022 Q4	$246K	Sell	22,139 -757	-3%	-$7.91K	﹤0.01%	475
2022 Q3	$195K	Sell	22,896 -3,169	-12%	-$31.2K	﹤0.01%	517
2022 Q2	$273K	Buy	26,065 +13,595	+109%	+$149K	﹤0.01%	474
2022 Q1	$136K	Buy	+12,470	New	+$164K	﹤0.01%	499