MWM
Mascoma Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67K | Hold |
186
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $1.62K | Hold |
186
| – | – | ﹤0.01% | 461 |
|
|
2024
Q4 | $2.32K | Hold |
186
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $2.16K | Hold |
186
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $1.98K | Buy |
186
+33
| +22% | +$352 | ﹤0.01% | 463 |
|
|
2024
Q1 | $1.83K | Sell |
153
-49
| -24% | -$585 | ﹤0.01% | 428 |
|
|
2023
Q4 | $2.19K | Sell |
202
-103
| -34% | -$1.12K | ﹤0.01% | 439 |
|
|
2023
Q3 | $3.01K | Sell |
305
-40
| -12% | -$394 | ﹤0.01% | 441 |
|
|
2023
Q2 | $3.85K | Sell |
345
-268
| -44% | -$2.99K | ﹤0.01% | 414 |
|
|
2023
Q1 | $5.72K | Sell |
613
-61
| -9% | -$569 | ﹤0.01% | 466 |
|
|
2022
Q4 | $7.5K | Sell |
674
-80
| -11% | -$890 | ﹤0.01% | 442 |
|
|
2022
Q3 | $6K | Sell |
754
-22
| -3% | -$175 | ﹤0.01% | 464 |
|
|
2022
Q2 | $8K | Sell |
776
-55
| -7% | -$567 | ﹤0.01% | 455 |
|
|
2022
Q1 | $9K | Sell |
831
-66
| -7% | -$715 | ﹤0.01% | 460 |
|
|
2021
Q4 | $12K | Sell |
897
-751
| -46% | -$10K | ﹤0.01% | 386 |
|
|
2021
Q3 | $22K | Buy |
+1,648
| New | +$22K | 0.01% | 287 |
|
|
2021
Q2 | – | Sell |
-3,450
| Closed | -$48K | – | 423 |
|
|
2021
Q1 | $48K | Buy |
+3,450
| New | +$48K | 0.02% | 209 |
|
|
2019
Q3 | – | Sell |
-1,641
| Closed | -$31K | – | 335 |
|
|
2019
Q2 | $31K | Hold |
1,641
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $47K | Buy |
+1,641
| New | +$47K | 0.03% | 157 |
|