Mascoma Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-343	Closed	-$2.14K	–	481
2025 Q2	$2.14K	Hold	343	–	–	﹤0.01%	434
2025 Q1	$2.24K	Hold	343	–	–	﹤0.01%	451
2024 Q4	$2.36K	Hold	343	–	–	﹤0.01%	464
2024 Q3	$2.57K	Hold	343	–	–	﹤0.01%	423
2024 Q2	$2.46K	Hold	343	–	–	﹤0.01%	451
2024 Q1	$2.6K	Hold	343	–	–	﹤0.01%	422
2023 Q4	$2.53K	Hold	343	–	–	﹤0.01%	436
2023 Q3	$2.35K	Hold	343	–	–	﹤0.01%	457
2023 Q2	$2.68K	Hold	343	–	–	﹤0.01%	435
2023 Q1	$2.65K	Hold	343	–	–	﹤0.01%	533
2022 Q4	$2.86K	Hold	343	–	–	﹤0.01%	544
2022 Q3	$3K	Hold	343	–	–	﹤0.01%	542
2022 Q2	$3K	Buy	+343	New	+$2.88K	﹤0.01%	555

Other funds holding PZC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mascoma Wealth Management's PZC Position: Q3 2025 in Review

Mascoma Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 343 shares — an estimated $2.14K sold.

Mascoma Wealth Management first reported a position in PZC in Q2 2022 and held it in 13 quarters. The position peaked at $3K in Q3 2022. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

Mascoma Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 343 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $2.14K.
Mascoma Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q2 2022 and held it in 13 quarters.
Mascoma Wealth Management's PIMCO California Municipal Income Fund III position peaked at $3K in Q3 2022.
1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.