KCM Investment Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-11,017
| Closed | -$157K | – | 401 |
|
2021
Q2 | $157K | Sell |
11,017
-2,107
| -16% | -$30K | 0.01% | 384 |
|
2021
Q1 | $183K | Sell |
13,124
-7,095
| -35% | -$98.9K | 0.01% | 363 |
|
2020
Q4 | $379K | Buy |
+20,219
| New | +$379K | 0.02% | 270 |
|
2016
Q4 | – | Sell |
-35,833
| Closed | -$1.37M | – | 543 |
|
2016
Q3 | $1.37M | Buy |
35,833
+3,922
| +12% | +$150K | 0.09% | 217 |
|
2016
Q2 | $1.38M | Sell |
31,911
-2,038
| -6% | -$88.1K | 0.1% | 215 |
|
2016
Q1 | $1.57M | Sell |
33,949
-6,301
| -16% | -$292K | 0.12% | 192 |
|
2015
Q4 | $2.18M | Buy |
40,250
+1,890
| +5% | +$102K | 0.17% | 150 |
|
2015
Q3 | $1.54M | Sell |
38,360
-990
| -3% | -$39.8K | 0.13% | 191 |
|
2015
Q2 | $2.67M | Sell |
39,350
-1,661
| -4% | -$113K | 0.21% | 133 |
|
2015
Q1 | $2.43M | Buy |
41,011
+4,975
| +14% | +$295K | 0.19% | 139 |
|
2014
Q4 | $2.03M | Sell |
36,036
-1,079
| -3% | -$60.8K | 0.17% | 157 |
|
2014
Q3 | $1.69M | Sell |
37,115
-120
| -0.3% | -$5.46K | 0.15% | 173 |
|
2014
Q2 | $1.92M | Sell |
37,235
-2,608
| -7% | -$134K | 0.18% | 155 |
|
2014
Q1 | $1.95M | Sell |
39,843
-13,633
| -25% | -$666K | 0.2% | 139 |
|
2013
Q4 | $2.32M | Buy |
53,476
+1,860
| +4% | +$80.7K | 0.25% | 122 |
|
2013
Q3 | $1.97M | Buy |
51,616
+2,362
| +5% | +$90.1K | 0.24% | 130 |
|
2013
Q2 | $1.53M | Buy |
+49,254
| New | +$1.53M | 0.18% | 151 |
|