MPWT
MassMutual Private Wealth & Trust’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
9,739
+406
| +4% | +$130K | 0.08% | 172 |
|
|
2025
Q1 | $2.51M | Buy |
9,333
+477
| +5% | +$128K | 0.07% | 180 |
|
|
2024
Q4 | $2.63M | Sell |
8,856
-368
| -4% | -$109K | 0.07% | 178 |
|
|
2024
Q3 | $2.5M | Buy |
9,224
+549
| +6% | +$149K | 0.07% | 183 |
|
|
2024
Q2 | $2.01M | Buy |
8,675
+334
| +4% | +$77.3K | 0.06% | 192 |
|
|
2024
Q1 | $1.9M | Buy |
8,341
+455
| +6% | +$104K | 0.06% | 192 |
|
|
2023
Q4 | $1.48M | Sell |
7,886
-87
| -1% | -$16.3K | 0.05% | 209 |
|
|
2023
Q3 | $1.19M | Sell |
7,973
-304
| -4% | -$45.4K | 0.04% | 215 |
|
|
2023
Q2 | $1.44M | Buy |
8,277
+70
| +0.9% | +$12.2K | 0.05% | 204 |
|
|
2023
Q1 | $1.35M | Buy |
8,207
+208
| +3% | +$34.3K | 0.05% | 207 |
|
|
2022
Q4 | $1.18M | Sell |
7,999
-24
| -0.3% | -$3.55K | 0.05% | 213 |
|
|
2022
Q3 | $1.08M | Sell |
8,023
-715
| -8% | -$96.4K | 0.05% | 217 |
|
|
2022
Q2 | $1.21M | Sell |
8,738
-686
| -7% | -$95.1K | 0.05% | 211 |
|
|
2022
Q1 | $1.76M | Sell |
9,424
-567
| -6% | -$106K | 0.07% | 198 |
|
|
2021
Q4 | $1.64M | Sell |
9,991
-201
| -2% | -$32.9K | 0.06% | 204 |
|
|
2021
Q3 | $1.71M | Buy |
10,192
+402
| +4% | +$67.3K | 0.07% | 185 |
|
|
2021
Q2 | $1.62M | Buy |
9,790
+66
| +0.7% | +$10.9K | 0.07% | 189 |
|
|
2021
Q1 | $1.38M | Sell |
9,724
-504
| -5% | -$71.3K | 0.06% | 198 |
|
|
2020
Q4 | $1.24M | Sell |
10,228
-672
| -6% | -$81.3K | 0.06% | 196 |
|
|
2020
Q3 | $1.09M | Sell |
10,900
-514
| -5% | -$51.5K | 0.06% | 195 |
|
|
2020
Q2 | $1.09M | Sell |
11,414
-430
| -4% | -$41K | 0.07% | 189 |
|
|
2020
Q1 | $1.01M | Sell |
11,844
-490
| -4% | -$42K | 0.08% | 177 |
|
|
2019
Q4 | $1.54M | Sell |
12,334
-20
| -0.2% | -$2.49K | 0.09% | 179 |
|
|
2019
Q3 | $1.46M | Buy |
12,354
+480
| +4% | +$56.8K | 0.1% | 177 |
|
|
2019
Q2 | $1.47M | Sell |
11,874
-204
| -2% | -$25.2K | 0.1% | 170 |
|
|
2019
Q1 | $1.32M | Sell |
12,078
-731
| -6% | -$79.9K | 0.1% | 172 |
|
|
2018
Q4 | $1.22M | Sell |
12,809
-211
| -2% | -$20.1K | 0.1% | 165 |
|
|
2018
Q3 | $1.39M | Sell |
13,020
-573
| -4% | -$61K | 0.1% | 166 |
|
|
2018
Q2 | $1.33M | Sell |
13,593
-17,505
| -56% | -$1.72M | 0.11% | 165 |
|
|
2018
Q1 | $2.9M | Sell |
31,098
-13,581
| -30% | -$1.27M | 0.24% | 103 |
|
|
2017
Q4 | $4.44M | Sell |
44,679
-6,856
| -13% | -$681K | 0.37% | 69 |
|
|
2017
Q3 | $4.66M | Sell |
51,535
-1,062
| -2% | -$96.1K | 0.39% | 72 |
|
|
2017
Q2 | $4.43M | Sell |
52,597
-1,071
| -2% | -$90.2K | 0.39% | 71 |
|
|
2017
Q1 | $4.25M | Buy |
53,668
+18,685
| +53% | +$1.48M | 0.4% | 73 |
|
|
2016
Q4 | $2.59M | Buy |
+34,983
| New | +$2.59M | 0.32% | 94 |
|
|
2016
Q2 | $2.19M | Buy |
36,093
+1,122
| +3% | +$68.2K | 0.28% | 103 |
|
|
2016
Q1 | $2.15M | Sell |
34,971
-113
| -0.3% | -$6.94K | 0.29% | 92 |
|
|
2015
Q4 | $2.44M | Buy |
35,084
+11,188
| +47% | +$778K | 0.35% | 77 |
|
|
2015
Q3 | $2.09M | Buy |
23,896
+2,898
| +14% | +$254K | 0.44% | 64 |
|
|
2015
Q2 | $1.99M | Sell |
20,998
-5,833
| -22% | -$553K | 0.45% | 53 |
|
|
2015
Q1 | $2.1M | Buy |
26,831
+4,211
| +19% | +$329K | 0.35% | 72 |
|
|
2014
Q4 | $2.1M | Sell |
22,620
-1,276
| -5% | -$119K | 0.68% | 37 |
|
|
2014
Q3 | $2.09M | Buy |
23,896
+5,449
| +30% | +$477K | 0.42% | 66 |
|
|
2014
Q2 | $1.75M | Buy |
18,447
+3,754
| +26% | +$356K | 0.69% | 36 |
|
|
2014
Q1 | $1.32M | Buy |
14,693
+4,846
| +49% | +$436K | 0.77% | 37 |
|
|
2013
Q4 | $893K | Buy |
+9,847
| New | +$893K | 0.82% | 29 |
|