MPWT
MassMutual Private Wealth & Trust’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Sell |
69,517
-641
| -0.9% | -$342K | 0.99% | 23 |
|
|
2025
Q1 | $34M | Sell |
70,158
-3,628
| -5% | -$1.76M | 0.98% | 24 |
|
|
2024
Q4 | $39.3M | Sell |
73,786
-314
| -0.4% | -$167K | 1.1% | 20 |
|
|
2024
Q3 | $34.8M | Buy |
74,100
+1,906
| +3% | +$895K | 0.99% | 24 |
|
|
2024
Q2 | $30.8M | Sell |
72,194
-872
| -1% | -$373K | 0.94% | 25 |
|
|
2024
Q1 | $32M | Sell |
73,066
-199
| -0.3% | -$87.3K | 1% | 25 |
|
|
2023
Q4 | $27.8M | Buy |
73,265
+379
| +0.5% | +$144K | 0.93% | 27 |
|
|
2023
Q3 | $24M | Buy |
72,886
+675
| +0.9% | +$223K | 0.89% | 31 |
|
|
2023
Q2 | $24M | Buy |
72,211
+1,456
| +2% | +$484K | 0.86% | 30 |
|
|
2023
Q1 | $21.7M | Sell |
70,755
-3,407
| -5% | -$1.04M | 0.83% | 29 |
|
|
2022
Q4 | $23.1M | Sell |
74,162
-246
| -0.3% | -$76.6K | 0.95% | 27 |
|
|
2022
Q3 | $18.7M | Buy |
74,408
+1,848
| +3% | +$466K | 0.85% | 29 |
|
|
2022
Q2 | $17.2M | Buy |
72,560
+4,524
| +7% | +$1.08M | 0.75% | 36 |
|
|
2022
Q1 | $20.4M | Buy |
68,036
+2,787
| +4% | +$837K | 0.77% | 33 |
|
|
2021
Q4 | $19.7M | Buy |
65,249
+664
| +1% | +$200K | 0.73% | 37 |
|
|
2021
Q3 | $17.1M | Buy |
64,585
+3,603
| +6% | +$952K | 0.71% | 38 |
|
|
2021
Q2 | $15.2M | Buy |
60,982
+3,592
| +6% | +$894K | 0.64% | 40 |
|
|
2021
Q1 | $13.3M | Buy |
57,390
+2,260
| +4% | +$525K | 0.63% | 41 |
|
|
2020
Q4 | $10.7M | Buy |
55,130
+2,807
| +5% | +$545K | 0.55% | 46 |
|
|
2020
Q3 | $8.06M | Buy |
52,323
+7,229
| +16% | +$1.11M | 0.47% | 51 |
|
|
2020
Q2 | $6.77M | Buy |
45,094
+2,202
| +5% | +$330K | 0.44% | 55 |
|
|
2020
Q1 | $4.4M | Sell |
42,892
-1,269
| -3% | -$130K | 0.35% | 73 |
|
|
2019
Q4 | $7.36M | Sell |
44,161
-325
| -0.7% | -$54.1K | 0.45% | 54 |
|
|
2019
Q3 | $6.54M | Buy |
44,486
+780
| +2% | +$115K | 0.44% | 58 |
|
|
2019
Q2 | $6.34M | Sell |
43,706
-718
| -2% | -$104K | 0.44% | 57 |
|
|
2019
Q1 | $5.69M | Buy |
44,424
+1,860
| +4% | +$238K | 0.41% | 62 |
|
|
2018
Q4 | $4.44M | Buy |
42,564
+1,528
| +4% | +$159K | 0.38% | 64 |
|
|
2018
Q3 | $6.06M | Buy |
41,036
+227
| +0.6% | +$33.5K | 0.45% | 49 |
|
|
2018
Q2 | $5.71M | Buy |
40,809
+1,232
| +3% | +$172K | 0.46% | 50 |
|
|
2018
Q1 | $5.86M | Buy |
39,577
+201
| +0.5% | +$29.7K | 0.48% | 47 |
|
|
2017
Q4 | $6.67M | Sell |
39,376
-811
| -2% | -$137K | 0.55% | 43 |
|
|
2017
Q3 | $5.97M | Buy |
40,187
+1,756
| +5% | +$261K | 0.49% | 52 |
|
|
2017
Q2 | $4.89M | Buy |
38,431
+485
| +1% | +$61.7K | 0.44% | 61 |
|
|
2017
Q1 | $4.92M | Buy |
37,946
+4,953
| +15% | +$642K | 0.46% | 61 |
|
|
2016
Q4 | $3.66M | Buy |
+32,993
| New | +$3.66M | 0.45% | 63 |
|
|
2016
Q2 | $2.56M | Buy |
28,509
+6,566
| +30% | +$590K | 0.32% | 91 |
|
|
2016
Q1 | $2.06M | Buy |
21,943
+2,031
| +10% | +$191K | 0.28% | 99 |
|
|
2015
Q4 | $2.12M | Buy |
19,912
+6,459
| +48% | +$687K | 0.3% | 88 |
|
|
2015
Q3 | $1.66M | Buy |
13,453
+1,370
| +11% | +$169K | 0.35% | 73 |
|
|
2015
Q2 | $1.45M | Sell |
12,083
-3,750
| -24% | -$450K | 0.32% | 76 |
|
|
2015
Q1 | $2.07M | Buy |
15,833
+10,826
| +216% | +$1.42M | 0.34% | 75 |
|
|
2014
Q4 | $662K | Sell |
5,007
-8,446
| -63% | -$1.12M | 0.21% | 122 |
|
|
2014
Q3 | $1.66M | Buy |
13,453
+10,704
| +389% | +$1.32M | 0.33% | 76 |
|
|
2014
Q2 | $330K | Buy |
2,749
+1,125
| +69% | +$135K | 0.13% | 133 |
|
|
2014
Q1 | $179K | Buy |
1,624
+750
| +86% | +$82.6K | 0.1% | 137 |
|
|
2013
Q4 | $101K | Buy |
+874
| New | +$101K | 0.09% | 137 |
|