Kovitz Investment Group Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $479K | Buy |
53,599
+6,034
| +13% | +$53.9K | ﹤0.01% | 983 |
|
2025
Q1 | $414K | Sell |
47,565
-5,434
| -10% | -$47.3K | ﹤0.01% | 955 |
|
2024
Q4 | $660K | Buy |
52,999
+14,627
| +38% | +$182K | ﹤0.01% | 820 |
|
2024
Q3 | $346K | Buy |
38,372
+19,740
| +106% | +$178K | ﹤0.01% | 835 |
|
2024
Q2 | $198K | Buy |
18,632
+775
| +4% | +$8.24K | ﹤0.01% | 795 |
|
2024
Q1 | $213K | Buy |
17,857
+745
| +4% | +$8.9K | ﹤0.01% | 621 |
|
2023
Q4 | $185K | Buy |
17,112
+4,420
| +35% | +$47.9K | ﹤0.01% | 400 |
|
2023
Q3 | $125K | Buy |
12,692
+88
| +0.7% | +$868 | ﹤0.01% | 388 |
|
2023
Q2 | $126K | Sell |
12,604
-1,909
| -13% | -$19.1K | ﹤0.01% | 399 |
|
2023
Q1 | $140K | Buy |
14,513
+365
| +3% | +$3.52K | ﹤0.01% | 408 |
|
2022
Q4 | $157K | Buy |
14,148
+423
| +3% | +$4.69K | ﹤0.01% | 382 |
|
2022
Q3 | $117K | Sell |
13,725
-10
| -0.1% | -$85 | ﹤0.01% | 382 |
|
2022
Q2 | $144K | Buy |
13,735
+875
| +7% | +$9.17K | ﹤0.01% | 398 |
|
2022
Q1 | $140K | Sell |
12,860
-6,978
| -35% | -$76K | ﹤0.01% | 401 |
|
2021
Q4 | $372K | Sell |
19,838
-1,545
| -7% | -$29K | 0.01% | 348 |
|
2021
Q3 | $290K | Buy |
21,383
+647
| +3% | +$8.78K | 0.01% | 381 |
|
2021
Q2 | $296K | Sell |
20,736
-846
| -4% | -$12.1K | 0.01% | 372 |
|
2021
Q1 | $302K | Buy |
21,582
+2,266
| +12% | +$31.7K | 0.01% | 355 |
|
2020
Q4 | $362K | Buy |
+19,316
| New | +$362K | 0.01% | 346 |
|