MWM
Mascoma Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29K | Sell |
55
-37
| -40% | -$2.89K | ﹤0.01% | 394 |
|
|
2025
Q1 | $6.79K | Hold |
92
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $7.51K | Hold |
92
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $6.42K | Hold |
92
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $5.45K | Hold |
92
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $6.01K | Hold |
92
| – | – | ﹤0.01% | 366 |
|
|
2023
Q4 | $6.62K | Hold |
92
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $6.43K | Hold |
92
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $6.22K | Hold |
92
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $5.65K | Hold |
92
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $6.23K | Hold |
92
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $7K | Hold |
92
| – | – | ﹤0.01% | 449 |
|
|
2022
Q2 | $10K | Hold |
92
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $11K | Sell |
92
-49
| -35% | -$5.86K | ﹤0.01% | 429 |
|
|
2021
Q4 | $26K | Buy |
141
+49
| +53% | +$9.04K | 0.01% | 294 |
|
|
2021
Q3 | $24K | Buy |
+92
| New | +$24K | 0.01% | 276 |
|
|
2021
Q2 | – | Sell |
-95
| Closed | -$31K | – | 443 |
|
|
2021
Q1 | $31K | Buy |
+95
| New | +$31K | 0.01% | 258 |
|