AllSquare Wealth Management’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.9K Hold
596
﹤0.01% 424
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
$6.33K Sell
596
-153
-20% -$1.69K ﹤0.01% 408
2024
Q1
$8.94K Hold
749
0.01% 384
2023
Q4
$8.11K Hold
749
0.01% 391
2023
Q3
$7.38K 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% -$2.45K ﹤0.01% 400
2021
Q4
$13K Hold
935
0.01% 365
2021
Q3
$13K Sell
935
-62
-6% -$880 0.01% 349
2021
Q2
$14K Sell
997
-94
-9% -$1.36K 0.01% 363
2021
Q1
$15K Sell
1,091
-111
-9% -$1.81K 0.01% 351
2020
Q4
$23K Buy
1,202
+902
+301% +$14.7K 0.02% 269
2020
Q3
$4K Hold
300
﹤0.01% 401
2020
Q2
$5K Hold
300
﹤0.01% 392
2020
Q1
$4K Hold
300
﹤0.01% 380
2019
Q4
$6K Hold
300
﹤0.01% 369
2019
Q3
$6K Buy
300
+200
+200% +$3.92K ﹤0.01% 368
2019
Q2
$2K Hold
100
﹤0.01% 433
2019
Q1
$3K Sell
100
-1,666
-94% -$48.6K ﹤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% +$65.4K 0.05% 152
2018
Q1
$4K Buy
+100
New +$4.26K ﹤0.01% 342
2017
Q2
Sell
-100
Closed -$4K 356
2017
Q1
$4K Hold
100
﹤0.01% 312
2016
Q4
$4K Buy
100
+50
+100% +$1.86K ﹤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 +$3.53K ﹤0.01% 297

Other funds holding VTRS

AllSquare Wealth Management's VTRS Position: Q3 2025 in Review

AllSquare Wealth Management held its Viatris (VTRS) position steady in Q3 2025 at 596 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

AllSquare Wealth Management first reported a position in VTRS in Q2 2015 and has held it in 39 quarters since. The position peaked at $65K in Q3 2018. 968 funds tracked by Wall St. Rank hold VTRS as of Q3 2025.

  • AllSquare Wealth Management held 596 shares of Viatris worth $5.9K as of Q3 2025.
  • AllSquare Wealth Management left its Viatris share count unchanged in Q3 2025.
  • Viatris made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #424 holding.
  • AllSquare Wealth Management first reported a position in Viatris in Q2 2015 and has held it in 39 quarters since.
  • AllSquare Wealth Management's Viatris position peaked at $65K in Q3 2018.
  • 968 funds tracked by Wall St. Rank held Viatris as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.