MWM
Mascoma Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Hold |
1,603
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $562K | Sell |
1,603
-94
| -6% | -$32.9K | 0.14% | 50 |
|
|
2024
Q4 | $536K | Buy |
1,697
+155
| +10% | +$49K | 0.13% | 50 |
|
|
2024
Q3 | $424K | Sell |
1,542
-5
| -0.3% | -$1.38K | 0.11% | 63 |
|
|
2024
Q2 | $406K | Buy |
1,547
+295
| +24% | +$77.4K | 0.11% | 66 |
|
|
2024
Q1 | $349K | Hold |
1,252
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $326K | Hold |
1,252
| – | – | 0.1% | 76 |
|
|
2023
Q3 | $288K | Buy |
1,252
+244
| +24% | +$56.1K | 0.09% | 80 |
|
|
2023
Q2 | $241K | Sell |
1,008
-213
| -17% | -$51K | 0.07% | 92 |
|
|
2023
Q1 | $284K | Buy |
1,221
+42
| +4% | +$9.78K | 0.08% | 95 |
|
|
2022
Q4 | $245K | Sell |
1,179
-78
| -6% | -$16.2K | 0.08% | 101 |
|
|
2022
Q3 | $223K | Sell |
1,257
-46
| -4% | -$8.16K | 0.08% | 103 |
|
|
2022
Q2 | $257K | Buy |
1,303
+29
| +2% | +$5.72K | 0.09% | 99 |
|
|
2022
Q1 | $283K | Buy |
1,274
+227
| +22% | +$50.4K | 0.09% | 100 |
|
|
2021
Q4 | $227K | Buy |
1,047
+249
| +31% | +$54K | 0.08% | 100 |
|
|
2021
Q3 | $178K | Buy |
+798
| New | +$178K | 0.07% | 108 |
|
|
2021
Q2 | – | Sell |
-764
| Closed | -$162K | – | 409 |
|
|
2021
Q1 | $162K | Buy |
+764
| New | +$162K | 0.07% | 116 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$3K | – | 322 |
|
|
2019
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 360 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 419 |
|
|
2017
Q3 | $0 | Sell |
1
-1,299
| -100% | – | ﹤0.01% | 419 |
|
|
2017
Q2 | $122K | Buy |
+1,300
| New | +$122K | 0.08% | 102 |
|