Winch Advisory Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,679
| Closed | -$20.9K | – | 550 |
|
|
2024
Q4 | $20.9K | Sell |
1,679
-296
| -15% | -$3.64K | 0.01% | 225 |
|
|
2024
Q3 | $22.9K | Buy |
1,975
+16
| +0.8% | +$185 | 0.01% | 208 |
|
|
2024
Q2 | $20.8K | Buy |
1,959
+19
| +1% | +$210 | 0.01% | 207 |
|
|
2024
Q1 | $23.2K | Buy |
1,940
+17
| +0.9% | +$205 | 0.01% | 199 |
|
|
2023
Q4 | $20.8K | Buy |
1,923
+330
| +21% | +$3.16K | 0.01% | 205 |
|
|
2023
Q3 | $16K | Buy |
1,593
+20
| +1% | +$208 | 0.01% | 216 |
|
|
2023
Q2 | $16K | Buy |
1,573
+18
| +1% | +$172 | 0.01% | 213 |
|
|
2023
Q1 | $15K | Buy |
1,555
+20
| +1% | +$222 | 0.01% | 216 |
|
|
2022
Q4 | $17K | Buy |
1,535
+9
| +0.6% | +$94 | 0.01% | 199 |
|
|
2022
Q3 | $13K | Buy |
1,526
+19
| +1% | +$187 | 0.01% | 205 |
|
|
2022
Q2 | $16K | Buy |
1,507
+1,494
| +11,492% | +$16.4K | 0.01% | 197 |
|
|
2022
Q1 | $0 | Sell |
13
-31
| -70% | -$408 | ﹤0.01% | 492 |
|
|
2021
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $1K | Buy |
44
+1
| +2% | +$14 | ﹤0.01% | 464 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $1K | Sell |
43
-19
| -31% | -$310 | ﹤0.01% | 439 |
|
|
2020
Q4 | $1K | Buy |
62
+52
| +520% | +$848 | ﹤0.01% | 415 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 385 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 378 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 434 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 472 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 399 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 351 |
|
|
2018
Q2 | $0 | Buy |
+10
| New | +$392 | ﹤0.01% | 365 |
|
Other funds holding VTRS
DSA
DM
