Mascoma Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.86M | Sell |
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|
2025
Q2 | $4.73M | Buy |
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|
2025
Q1 | $4.68M | Sell |
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|
2024
Q4 | $5.64M | Sell |
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|
2024
Q3 | $5.25M | Sell |
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|
2024
Q2 | $5.03M | Sell |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $5.13M | Sell |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $5.21M | Sell |
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|
2023
Q1 | $5.94M | Buy |
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|
2022
Q4 | $4.55M | Sell |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $4.81M | Buy |
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|
2022
Q1 | $6.07M | Buy |
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|
2021
Q4 | $5.92M | Sell |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $4.82M | Sell |
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|
2021
Q1 | $4.42M | Sell |
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|
2020
Q4 | $4.88M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $2.08M | Buy |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.49M | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.85M | Buy |
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|
2017
Q2 | $1.71M | Buy |
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|
2017
Q1 | $1.62M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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