CWP
Cyndeo Wealth Partners’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-560,669
| Closed | -$6.98M | – | 479 |
|
|
2024
Q4 | $6.98M | Buy |
560,669
+19,858
| +4% | +$247K | 0.47% | 65 |
|
|
2024
Q3 | $6.28M | Buy |
540,811
+64,328
| +14% | +$747K | 0.44% | 73 |
|
|
2024
Q2 | $5.07M | Buy |
476,483
+32,227
| +7% | +$343K | 0.4% | 73 |
|
|
2024
Q1 | $5.3M | Sell |
444,256
-7,408
| -2% | -$88.5K | 0.44% | 73 |
|
|
2023
Q4 | $4.89M | Buy |
451,664
+112,846
| +33% | +$1.22M | 0.45% | 70 |
|
|
2023
Q3 | $3.34M | Buy |
+338,818
| New | +$3.34M | 0.35% | 93 |
|