Clifford Swan Investment Counsel’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,067
| Closed | -$399K | – | 316 |
|
|
2024
Q4 | $399K | Sell |
32,067
-1,359
| -4% | -$16.9K | 0.01% | 236 |
|
|
2024
Q3 | $388K | Sell |
33,426
-213
| -0.6% | -$2.47K | 0.01% | 248 |
|
|
2024
Q2 | $358K | Sell |
33,639
-1,260
| -4% | -$13.4K | 0.01% | 246 |
|
|
2024
Q1 | $417K | Sell |
34,899
-1,042
| -3% | -$12.4K | 0.02% | 233 |
|
|
2023
Q4 | $389K | Sell |
35,941
-3,213
| -8% | -$34.8K | 0.02% | 235 |
|
|
2023
Q3 | $386K | Sell |
39,154
-954
| -2% | -$9.41K | 0.02% | 230 |
|
|
2023
Q2 | $400K | Sell |
40,108
-1,003
| -2% | -$10K | 0.02% | 237 |
|
|
2023
Q1 | $396K | Sell |
41,111
-1,443
| -3% | -$13.9K | 0.02% | 232 |
|
|
2022
Q4 | $474K | Sell |
42,554
-2,860
| -6% | -$31.8K | 0.02% | 215 |
|
|
2022
Q3 | $387K | Sell |
45,414
-168
| -0.4% | -$1.43K | 0.02% | 229 |
|
|
2022
Q2 | $477K | Buy |
45,582
+24,222
| +113% | +$253K | 0.02% | 222 |
|
|
2022
Q1 | $232K | Sell |
21,360
-2,258
| -10% | -$24.5K | 0.01% | 307 |
|
|
2021
Q4 | $320K | Sell |
23,618
-2,324
| -9% | -$31.5K | 0.01% | 275 |
|
|
2021
Q3 | $359K | Sell |
25,942
-3,578
| -12% | -$49.5K | 0.01% | 268 |
|
|
2021
Q2 | $406K | Sell |
29,520
-9,682
| -25% | -$133K | 0.02% | 244 |
|
|
2021
Q1 | $548K | Sell |
39,202
-10,525
| -21% | -$147K | 0.02% | 217 |
|
|
2020
Q4 | $932K | Buy |
+49,727
| New | +$932K | 0.04% | 177 |
|