Ownership history in Mascoma Wealth Management LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in APPLE INC COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 22,498 | -514 | -2.2% | 1.31% | $6.1M | $271.61 |
| 2025 Q3 | REDUCED | 23,012 | -42 | -0.2% | 1.29% | $5.9M | $254.15 |
| 2025 Q2 | ADDED | 23,054 | +2,005 | +9.5% | 1.10% | $4.7M | $204.55 |
| 2025 Q1 | REDUCED | 21,049 | -1,454 | -6.5% | 1.16% | $4.7M | $221.17 |
| 2024 Q4 | REDUCED | 22,503 | -41 | -0.2% | 1.42% | $5.6M | $249.06 |
| 2024 Q3 | REDUCED | 22,544 | -1,321 | -5.5% | 1.31% | $5.3M | $231.48 |
| 2024 Q2 | REDUCED | 23,865 | -262 | -1.1% | 1.33% | $5.0M | $209.00 |
| 2024 Q1 | REDUCED | 24,127 | -2,505 | -9.4% | 1.18% | $4.1M | $169.93 |
| 2023 Q4 | REDUCED | 26,632 | -3,022 | -10.2% | 1.54% | $5.1M | $190.55 |
| 2023 Q3 | ADDED | 29,654 | +659 | +2.3% | 1.59% | $5.1M | $169.23 |
As of 2025 Q4 — sorted by position size