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 MICROSOFT CORP COM (MSFT). 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 | 8,093 | -24 | -0.3% | 0.84% | $3.9M | $482.52 |
| 2025 Q3 | ADDED | 8,117 | +12 | +0.1% | 0.93% | $4.2M | $515.81 |
| 2025 Q2 | REDUCED | 8,105 | -848 | -9.5% | 0.94% | $4.0M | $494.54 |
| 2025 Q1 | ADDED | 8,953 | +470 | +5.5% | 0.84% | $3.4M | $372.54 |
| 2024 Q4 | ADDED | 8,483 | +1,785 | +26.6% | 0.90% | $3.6M | $417.46 |
| 2024 Q3 | REDUCED | 6,698 | -182 | -2.6% | 0.72% | $2.9M | $425.32 |
| 2024 Q2 | REDUCED | 6,880 | -200 | -2.8% | 0.82% | $3.1M | $440.99 |
| 2024 Q1 | REDUCED | 7,080 | -211 | -2.9% | 0.85% | $3.0M | $414.36 |
| 2023 Q4 | REDUCED | 7,291 | -221 | -2.9% | 0.82% | $2.7M | $369.67 |
| 2023 Q3 | ADDED | 7,512 | +434 | +6.1% | 0.74% | $2.4M | $309.77 |
As of 2025 Q4 — sorted by position size