AllSquare Wealth Management’s Viatris VTRS Stock Holding History

AllSquare Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.32K	Hold	596	–	–	﹤0.01%	432
2025 Q1	$5.19K	Hold	596	–	–	﹤0.01%	430
2024 Q4	$7.42K	Hold	596	–	–	﹤0.01%	407
2024 Q3	$6.92K	Hold	596	–	–	﹤0.01%	409
2024 Q2	$6.34K	Sell	596 -153	-20%	-$1.63K	﹤0.01%	408
2024 Q1	$8.94K	Hold	749	–	–	0.01%	384
2023 Q4	$8.11K	Hold	749	–	–	0.01%	391
2023 Q3	$7.39K	Hold	749	–	–	﹤0.01%	395
2023 Q2	$6.88K	Hold	749	–	–	﹤0.01%	416
2023 Q1	$7.21K	Hold	749	–	–	﹤0.01%	408
2022 Q4	$8.34K	Hold	749	–	–	0.01%	379
2022 Q3	$6K	Hold	749	–	–	﹤0.01%	407
2022 Q2	$8K	Hold	749	–	–	0.01%	394
2022 Q1	$8K	Sell	749 -186	-20%	-$1.99K	﹤0.01%	400
2021 Q4	$13K	Hold	935	–	–	0.01%	365
2021 Q3	$13K	Sell	935 -62	-6%	-$862	0.01%	349
2021 Q2	$14K	Sell	997 -94	-9%	-$1.32K	0.01%	361
2021 Q1	$15K	Sell	1,091 -111	-9%	-$1.53K	0.01%	349
2020 Q4	$23K	Buy	1,202 +902	+301%	+$17.3K	0.02%	268
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	398
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	391
2020 Q1	$4K	Hold	300	–	–	﹤0.01%	379
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	369
2019 Q3	$6K	Buy	300 +200	+200%	+$4K	﹤0.01%	368
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	433
2019 Q1	$3K	Sell	100 -1,666	-94%	-$50K	﹤0.01%	421
2018 Q4	$48K	Hold	1,766	–	–	0.04%	168
2018 Q3	$65K	Hold	1,766	–	–	0.05%	153
2018 Q2	$64K	Buy	1,766 +1,666	+1,666%	+$60.4K	0.05%	152
2018 Q1	$4K	Buy	+100	New	+$4K	﹤0.01%	342
2017 Q2	–	Sell	-100	Closed	-$4K	–	355
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	312
2016 Q4	$4K	Buy	100 +50	+100%	+$2K	﹤0.01%	285
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	294
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	280
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	283
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	267
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	290
2015 Q2	$3K	Buy	+50	New	+$3K	﹤0.01%	297