Mascoma Wealth Management’s CDW CDW Stock Holding History

Mascoma Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-214	Closed	-$38.2K	–	460
2025 Q2	$38.2K	Hold	214	–	–	0.01%	212
2025 Q1	$34.3K	Sell	214 -105	-33%	-$19.1K	0.01%	216
2024 Q4	$55.5K	Sell	319 -233	-42%	-$45.3K	0.01%	185
2024 Q3	$125K	Sell	552 -5	-0.9%	-$1.11K	0.03%	124
2024 Q2	$125K	Buy	557 +285	+105%	+$66.1K	0.03%	119
2024 Q1	$69.6K	Hold	272	–	–	0.02%	154
2023 Q4	$61.8K	Sell	272 -19	-7%	-$4.03K	0.02%	174
2023 Q3	$58.7K	Buy	291 +259	+809%	+$51.6K	0.02%	174
2023 Q2	$6.49K	Hold	32	–	–	﹤0.01%	363
2023 Q1	$5.43K	Hold	32	–	–	﹤0.01%	471
2022 Q4	$5.71K	Buy	+32	New	+$5.63K	﹤0.01%	476
2022 Q3	–	Sell	-23	Closed	-$4K	–	601
2022 Q2	$4K	Sell	23 -6	-21%	-$1.01K	﹤0.01%	514
2022 Q1	$5K	Buy	+29	New	+$5.31K	﹤0.01%	503

Other funds holding CDW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return