MWM
Mascoma Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2025
Q1 | $13.7K | Buy |
+25
| New | +$13.7K | ﹤0.01% | 296 |
|
|
2018
Q4 | – | Sell |
-165
| Closed | -$37K | – | 383 |
|
|
2018
Q3 | $37K | Hold |
165
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $36K | Hold |
165
| – | – | 0.03% | 175 |
|
|
2018
Q1 | $42K | Hold |
165
| – | – | 0.03% | 159 |
|
|
2017
Q4 | $43K | Hold |
165
| – | – | 0.03% | 155 |
|
|
2017
Q3 | $39K | Hold |
165
| – | – | 0.03% | 165 |
|
|
2017
Q2 | $37K | Hold |
165
| – | – | 0.03% | 179 |
|
|
2017
Q1 | $38K | Hold |
165
| – | – | 0.03% | 161 |
|
|
2016
Q4 | $40K | Buy |
+165
| New | +$40K | 0.03% | 160 |
|