MPWT
MassMutual Private Wealth & Trust’s Axos Financial AX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29K | Buy |
109
+16
| +17% | +$1.22K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $6K | Sell |
93
-24
| -21% | -$1.55K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $8.17K | Buy |
117
+40
| +52% | +$2.79K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $4.84K | Sell |
77
-1
| -1% | -$63 | ﹤0.01% | 1396 |
|
|
2024
Q2 | $4.46K | Sell |
78
-2
| -3% | -$114 | ﹤0.01% | 1356 |
|
|
2024
Q1 | $4.32K | Buy |
80
+74
| +1,233% | +$4K | ﹤0.01% | 1318 |
|
|
2023
Q4 | $328 | Sell |
6
-108
| -95% | -$5.9K | ﹤0.01% | 1867 |
|
|
2023
Q3 | $4.32K | Hold |
114
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q2 | $4.5K | Buy |
+114
| New | +$4.5K | ﹤0.01% | 1240 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1641 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1360 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1512 |
|
|
2022
Q1 | – | Sell |
-72
| Closed | -$4K | – | 1512 |
|
|
2021
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 929 |
|
|
2021
Q3 | – | Sell |
-31
| Closed | -$1K | – | 1263 |
|
|
2021
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1093 |
|