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Mascoma Wealth Management’s Banco Bradesco BBD Stock Holding History

Mascoma Wealth Management’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,160
Closed -$2.22K – 503
2024
Q4 		$2.22K Buy
+1,160
New +$2.72K ﹤0.01% 468

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Mascoma Wealth Management's BBD Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Banco Bradesco (BBD) in Q1 2025, closing a stake of 1,160 shares — an estimated $2.22K sold.

Mascoma Wealth Management first reported a position in BBD in Q4 2024 and held it in 1 quarter. The position peaked at $2.22K in Q4 2024. 246 funds tracked by Wall St. Rank hold BBD as of Q1 2025.

  • Mascoma Wealth Management reported no remaining Banco Bradesco position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,160 Banco Bradesco shares in Q1 2025, an estimated $2.22K.
  • Mascoma Wealth Management first reported a position in Banco Bradesco in Q4 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Banco Bradesco position peaked at $2.22K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.