MPWT
MassMutual Private Wealth & Trust’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Sell |
21
-35
| -63% | -$8.06K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $12.3K | Buy |
56
+26
| +87% | +$5.72K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $7.4K | Buy |
30
+1
| +3% | +$247 | ﹤0.01% | 1380 |
|
|
2024
Q3 | $6.83K | Buy |
29
+5
| +21% | +$1.18K | ﹤0.01% | 1262 |
|
|
2024
Q2 | $5.87K | Buy |
24
+19
| +380% | +$4.65K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $1.23K | Hold |
5
| – | – | ﹤0.01% | 1660 |
|
|
2023
Q4 | $866 | Hold |
5
| – | – | ﹤0.01% | 1706 |
|
|
2023
Q3 | $913 | Hold |
5
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q2 | $861 | Hold |
5
| – | – | ﹤0.01% | 1688 |
|
|
2023
Q1 | $622 | Hold |
5
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1396 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$7K | – | 1503 |
|
|
2022
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 816 |
|
|
2021
Q4 | $8K | Hold |
65
| – | – | ﹤0.01% | 763 |
|
|
2021
Q3 | $8K | Sell |
65
-3
| -4% | -$369 | ﹤0.01% | 740 |
|
|
2021
Q2 | $10K | Hold |
68
| – | – | ﹤0.01% | 671 |
|
|
2021
Q1 | $10K | Hold |
68
| – | – | ﹤0.01% | 598 |
|
|
2020
Q4 | $12K | Sell |
68
-27
| -28% | -$4.77K | ﹤0.01% | 575 |
|
|
2020
Q3 | $13K | Sell |
95
-11
| -10% | -$1.51K | ﹤0.01% | 547 |
|
|
2020
Q2 | $17K | Hold |
106
| – | – | ﹤0.01% | 485 |
|
|
2020
Q1 | $12K | Hold |
106
| – | – | ﹤0.01% | 498 |
|
|
2019
Q4 | $12K | Hold |
106
| – | – | ﹤0.01% | 589 |
|
|
2019
Q3 | $10K | Hold |
106
| – | – | ﹤0.01% | 586 |
|
|
2019
Q2 | $11K | Buy |
106
+31
| +41% | +$3.22K | ﹤0.01% | 559 |
|
|
2019
Q1 | $5.96K | Hold |
75
| – | – | ﹤0.01% | 664 |
|
|
2018
Q4 | $4.44K | Buy |
+75
| New | +$4.44K | ﹤0.01% | 684 |
|