Mascoma Wealth Management’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-127	Closed	-$12.7K	–	562
2023 Q1	$12.7K	Buy	127 +96	+310%	+$9.57K	﹤0.01%	383
2022 Q4	$3.14K	Hold	31	–	–	﹤0.01%	539
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	540
2022 Q2	$3K	Sell	31 -150	-83%	-$15.3K	﹤0.01%	553
2022 Q1	$17K	Hold	181	–	–	0.01%	387
2021 Q4	$17K	Buy	+181	New	+$16.9K	0.01%	349
2019 Q2	–	Sell	-5	Closed	-$413	–	403
2019 Q1	$0	Hold	5	–	–	﹤0.01%	413
2018 Q4	$0	Hold	5	–	–	﹤0.01%	394
2018 Q3	$0	Hold	5	–	–	﹤0.01%	405
2018 Q2	$0	Buy	+5	New	+$424	﹤0.01%	402
2017 Q4	–	Sell	-95	Closed	-$11K	–	404
2017 Q3	$11K	Hold	95	–	–	0.01%	276
2017 Q2	$11K	Sell	95 -200	-68%	-$23.2K	0.01%	282
2017 Q1	$33K	Hold	295	–	–	0.02%	176
2016 Q4	$27K	Buy	+295	New	+$27.3K	0.02%	189

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Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

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