MPWT
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MassMutual Private Wealth & Trust’s Advanced Energy AEIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.1K Sell
144
-5
-3% -$663 ﹤0.01% 1123
2025
Q1
$14.2K Buy
149
+94
+171% +$8.96K ﹤0.01% 1161
2024
Q4
$6.36K Buy
55
+1
+2% +$116 ﹤0.01% 1437
2024
Q3
$5.68K Buy
54
+21
+64% +$2.21K ﹤0.01% 1332
2024
Q2
$3.59K Buy
33
+14
+74% +$1.52K ﹤0.01% 1428
2024
Q1
$1.94K Sell
19
-27
-59% -$2.75K ﹤0.01% 1552
2023
Q4
$5.01K Sell
46
-18
-28% -$1.96K ﹤0.01% 1239
2023
Q3
$6.6K Buy
64
+39
+156% +$4.02K ﹤0.01% 1153
2023
Q2
$2.79K Sell
25
-7
-22% -$780 ﹤0.01% 1377
2023
Q1
$3.14K Buy
32
+4
+14% +$392 ﹤0.01% 1292
2022
Q4
$2K Buy
28
+1
+4% +$71 ﹤0.01% 1198
2022
Q3
$2K Sell
27
-47
-64% -$3.48K ﹤0.01% 1158
2022
Q2
$5K Buy
+74
New +$5K ﹤0.01% 864
2018
Q4
Sell
-27
Closed -$1.4K 975
2018
Q3
$1.4K Hold
27
﹤0.01% 870
2018
Q2
$1.57K Hold
27
﹤0.01% 920
2018
Q1
$1.73K Buy
+27
New +$1.73K ﹤0.01% 849