MWM
CATC

Mascoma Wealth Management’s CAMBRIDGE BANCORP CATC Stock Holding History

Mascoma Wealth Management’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,000
Closed -$138K – 507
2024
Q2 		$138K Hold
2,000
– – 0.04% 113
2024
Q1 		$136K Hold
2,000
– – 0.04% 116
2023
Q4 		$139K Hold
2,000
– – 0.04% 117
2023
Q3 		$125K Hold
2,000
– – 0.04% 123
2023
Q2 		$127K Hold
2,000
– – 0.04% 124
2023
Q1 		$103K Sell
2,000
-375
-16% -$29K 0.03% 161
2022
Q4 		$197K Hold
2,375
– – 0.06% 115
2022
Q3 		$189K Hold
2,375
– – 0.07% 117
2022
Q2 		$196K Hold
2,375
– – 0.07% 112
2022
Q1 		$202K Hold
2,375
– – 0.06% 121
2021
Q4 		$222K Buy
2,375
+375
+19% +$34.2K 0.08% 102
2021
Q3 		$176K Buy
+2,000
New +$168K 0.07% 111
2021
Q2 		– Sell
-2,000
Closed -$169K – 451
2021
Q1 		$169K Buy
+2,000
New +$157K 0.07% 113

Mascoma Wealth Management's CATC Position: Q3 2024 in Review

Mascoma Wealth Management sold out of CAMBRIDGE BANCORP (CATC) in Q3 2024, closing a stake of 2,000 shares — an estimated $138K sold.

Mascoma Wealth Management first reported a position in CATC in Q1 2021 and held it in 13 quarters. The position peaked at $222K in Q4 2021. 0 funds tracked by Wall St. Rank hold CATC as of Q3 2024.

  • Mascoma Wealth Management reported no remaining CAMBRIDGE BANCORP position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,000 CAMBRIDGE BANCORP shares in Q3 2024, an estimated $138K.
  • Mascoma Wealth Management first reported a position in CAMBRIDGE BANCORP in Q1 2021 and held it in 13 quarters.
  • Mascoma Wealth Management's CAMBRIDGE BANCORP position peaked at $222K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.