A detailed history of Mascoma Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 22,544 shares of AAPL stock, worth $5.18 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
22,544
Previous 23,865 5.54%
Holding current value
$5.18 Million
Previous $5.03 Million 4.46%
% of portfolio
1.31%
Previous 1.34%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$207.23 - $234.82 $273,750 - $310,197
-1,321 Reduced 5.54%
22,544 $5.25 Million
Q2 2024

Aug 02, 2024

SELL
$165.0 - $216.67 $43,230 - $56,767
-262 Reduced 1.09%
23,865 $5.03 Million
Q1 2024

May 02, 2024

SELL
$169.0 - $195.18 $423,345 - $488,925
-2,505 Reduced 9.41%
24,127 $4.14 Million
Q4 2023

Jan 24, 2024

SELL
$166.89 - $198.11 $504,341 - $598,688
-3,022 Reduced 10.19%
26,632 $5.13 Million
Q3 2023

Oct 13, 2023

BUY
$170.43 - $196.45 $112,313 - $129,460
659 Added 2.27%
29,654 $5.08 Million
Q2 2023

Aug 09, 2023

SELL
$160.1 - $193.97 $963,802 - $1.17 Million
-6,020 Reduced 17.19%
28,995 $5.62 Million
Q1 2023

May 01, 2023

BUY
$125.02 - $164.9 $1,125 - $1,484
9 Added 0.03%
35,015 $5.77 Million
Q4 2022

Jan 24, 2023

SELL
$126.04 - $155.74 $97,933 - $121,009
-777 Reduced 2.17%
35,006 $0
Q3 2022

Oct 18, 2022

BUY
$138.2 - $174.55 $82,090 - $103,682
594 Added 1.69%
35,783 $4.95 Million
Q2 2022

Jul 14, 2022

BUY
$130.06 - $178.44 $55,925 - $76,729
430 Added 1.24%
35,189 $4.81 Million
Q1 2022

Apr 25, 2022

BUY
$150.62 - $182.01 $211,470 - $255,542
1,404 Added 4.21%
34,759 $6.07 Million
Q4 2021

Jan 21, 2022

SELL
$139.14 - $180.33 $327,535 - $424,496
-2,354 Reduced 6.59%
33,355 $5.92 Million
Q3 2021

Oct 06, 2021

BUY
$137.27 - $156.69 $75,773 - $86,492
552 Added 1.57%
35,709 $5.05 Million
Q2 2021

Jul 06, 2021

SELL
$122.77 - $136.96 $131,609 - $146,821
-1,072 Reduced 2.96%
35,157 $4.82 Million
Q1 2021

Apr 26, 2021

SELL
$116.36 - $143.16 $63,881 - $78,594
-549 Reduced 1.49%
36,229 $4.43 Million
Q4 2020

Jan 26, 2021

BUY
$108.77 - $136.69 $2.96 Million - $3.73 Million
27,258 Added 286.32%
36,778 $4.88 Million
Q3 2019

Nov 21, 2019

BUY
$48.33 - $55.99 $13,097 - $15,173
271 Added 2.93%
9,520 $533,000
Q2 2019

Jul 29, 2019

SELL
$43.33 - $52.94 $9,792 - $11,964
-226 Reduced 2.39%
9,249 $1.83 Million
Q1 2019

Apr 23, 2019

BUY
$35.55 - $48.77 $4,337 - $5,949
122 Added 1.3%
9,475 $1.8 Million
Q4 2018

Jan 28, 2019

BUY
$36.71 - $58.02 $5,763 - $9,109
157 Added 1.71%
9,353 $1.48 Million
Q3 2018

Nov 08, 2018

BUY
$45.98 - $57.09 $1,195 - $1,484
26 Added 0.28%
9,196 $2.08 Million
Q2 2018

Aug 13, 2018

BUY
$40.58 - $48.49 $10,753 - $12,849
265 Added 2.98%
9,170 $1.7 Million
Q1 2018

Apr 24, 2018

SELL
$38.79 - $45.43 $2,482 - $2,907
-64 Reduced 0.71%
8,905 $1.49 Million
Q4 2017

Feb 05, 2018

SELL
$38.37 - $44.1 $117,181 - $134,681
-3,054 Reduced 25.4%
8,969 $1.44 Million
Q3 2017

Nov 07, 2017

BUY
$37.18 - $41.01 $447,015 - $493,063
12,023
12,023 $1.85 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.69T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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