MWM
Mascoma Wealth Management’s Amphenol APH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.4K | Sell |
480
-300
| -38% | -$29.6K | 0.01% | 193 |
|
|
2025
Q1 | $51.2K | Sell |
780
-700
| -47% | -$45.9K | 0.01% | 182 |
|
|
2024
Q4 | $103K | Hold |
1,480
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $96.4K | Sell |
1,480
-30
| -2% | -$1.96K | 0.02% | 144 |
|
|
2024
Q2 | $102K | Buy |
+1,510
| New | +$102K | 0.03% | 137 |
|
|
2023
Q2 | – | Sell |
-410
| Closed | -$30.9K | – | 493 |
|
|
2023
Q1 | $30.9K | Buy |
410
+2
| +0.5% | +$151 | 0.01% | 288 |
|
|
2022
Q4 | $31.1K | Buy |
408
+1
| +0.2% | +$76 | 0.01% | 287 |
|
|
2022
Q3 | $27K | Buy |
407
+2
| +0.5% | +$133 | 0.01% | 302 |
|
|
2022
Q2 | $26K | Buy |
405
+1
| +0.2% | +$64 | 0.01% | 319 |
|
|
2022
Q1 | $30K | Buy |
404
+1
| +0.2% | +$74 | 0.01% | 328 |
|
|
2021
Q4 | $35K | Hold |
403
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $29K | Buy |
+403
| New | +$29K | 0.01% | 254 |
|
|
2021
Q2 | – | Sell |
-401
| Closed | -$26K | – | 121 |
|
|
2021
Q1 | $26K | Buy |
+401
| New | +$26K | 0.01% | 269 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$19K | – | 94 |
|
|
2019
Q2 | $19K | Hold |
200
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $19K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2018
Q4 | $16K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $19K | Hold |
200
| – | – | 0.01% | 238 |
|
|
2018
Q2 | $17K | Hold |
200
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $17K | Hold |
200
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2017
Q3 | $17K | Hold |
200
| – | – | 0.01% | 244 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $14K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2016
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 249 |
|