MWM
Mascoma Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
23,054
+2,005
| +10% | +$411K | 1.1% | 20 |
|
|
2025
Q1 | $4.68M | Sell |
21,049
-1,454
| -6% | -$323K | 1.16% | 19 |
|
|
2024
Q4 | $5.64M | Sell |
22,503
-41
| -0.2% | -$10.3K | 1.42% | 16 |
|
|
2024
Q3 | $5.25M | Sell |
22,544
-1,321
| -6% | -$308K | 1.31% | 17 |
|
|
2024
Q2 | $5.03M | Sell |
23,865
-262
| -1% | -$55.2K | 1.33% | 15 |
|
|
2024
Q1 | $4.14M | Sell |
24,127
-2,505
| -9% | -$430K | 1.18% | 16 |
|
|
2023
Q4 | $5.13M | Sell |
26,632
-3,022
| -10% | -$582K | 1.54% | 14 |
|
|
2023
Q3 | $5.08M | Buy |
29,654
+659
| +2% | +$113K | 1.59% | 13 |
|
|
2023
Q2 | $5.21M | Sell |
28,995
-6,020
| -17% | -$1.08M | 1.6% | 15 |
|
|
2023
Q1 | $5.94M | Buy |
35,015
+9
| +0% | +$1.53K | 1.74% | 13 |
|
|
2022
Q4 | $4.55M | Sell |
35,006
-777
| -2% | -$101K | 1.44% | 16 |
|
|
2022
Q3 | $4.95M | Buy |
35,783
+594
| +2% | +$82.1K | 1.71% | 14 |
|
|
2022
Q2 | $4.81M | Buy |
35,189
+430
| +1% | +$58.8K | 1.64% | 14 |
|
|
2022
Q1 | $6.07M | Buy |
34,759
+1,404
| +4% | +$245K | 1.93% | 10 |
|
|
2021
Q4 | $5.92M | Sell |
33,355
-2,354
| -7% | -$418K | 2.05% | 10 |
|
|
2021
Q3 | $5.05M | Buy |
35,709
+552
| +2% | +$78.1K | 1.96% | 12 |
|
|
2021
Q2 | $4.82M | Sell |
35,157
-1,072
| -3% | -$147K | 2.06% | 13 |
|
|
2021
Q1 | $4.43M | Sell |
36,229
-549
| -1% | -$67.1K | 1.91% | 12 |
|
|
2020
Q4 | $4.88M | Buy |
+36,778
| New | +$4.88M | 2.44% | 11 |
|
|
2019
Q3 | $2.13M | Buy |
9,520
+271
| +3% | +$60.7K | 1.34% | 18 |
|
|
2019
Q2 | $1.83M | Sell |
9,249
-226
| -2% | -$44.7K | 1.15% | 14 |
|
|
2019
Q1 | $1.8M | Buy |
9,475
+122
| +1% | +$23.2K | 1.21% | 14 |
|
|
2018
Q4 | $1.48M | Buy |
9,353
+157
| +2% | +$24.8K | 1.13% | 15 |
|
|
2018
Q3 | $2.08M | Buy |
9,196
+26
| +0.3% | +$5.87K | 1.37% | 14 |
|
|
2018
Q2 | $1.7M | Buy |
9,170
+265
| +3% | +$49K | 1.19% | 19 |
|
|
2018
Q1 | $1.49M | Sell |
8,905
-64
| -0.7% | -$10.7K | 0.98% | 21 |
|
|
2017
Q4 | $1.44M | Sell |
8,969
-3,054
| -25% | -$491K | 0.89% | 21 |
|
|
2017
Q3 | $1.85M | Buy |
12,023
+136
| +1% | +$21K | 1.24% | 21 |
|
|
2017
Q2 | $1.71M | Buy |
11,887
+587
| +5% | +$84.5K | 1.15% | 18 |
|
|
2017
Q1 | $1.62M | Sell |
11,300
-517
| -4% | -$74.3K | 1.16% | 18 |
|
|
2016
Q4 | $1.37M | Buy |
+11,817
| New | +$1.37M | 1.01% | 19 |
|