MPWT
MassMutual Private Wealth & Trust’s Franklin Resources BEN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.32K | Sell |
349
-284
| -45% | -$6.77K | ﹤0.01% | 1432 |
|
2025
Q1 | $12.2K | Buy |
633
+208
| +49% | +$4K | ﹤0.01% | 1229 |
|
2024
Q4 | $8.62K | Sell |
425
-451
| -51% | -$9.15K | ﹤0.01% | 1320 |
|
2024
Q3 | $17.7K | Sell |
876
-237
| -21% | -$4.78K | ﹤0.01% | 937 |
|
2024
Q2 | $24.9K | Buy |
1,113
+56
| +5% | +$1.25K | ﹤0.01% | 806 |
|
2024
Q1 | $29.7K | Sell |
1,057
-54
| -5% | -$1.52K | ﹤0.01% | 732 |
|
2023
Q4 | $33.1K | Buy |
1,111
+665
| +149% | +$19.8K | ﹤0.01% | 702 |
|
2023
Q3 | $11K | Buy |
446
+50
| +13% | +$1.23K | ﹤0.01% | 968 |
|
2023
Q2 | $10.6K | Sell |
396
-332
| -46% | -$8.87K | ﹤0.01% | 947 |
|
2023
Q1 | $19.6K | Buy |
728
+399
| +121% | +$10.7K | ﹤0.01% | 733 |
|
2022
Q4 | $9K | Sell |
329
-92
| -22% | -$2.52K | ﹤0.01% | 812 |
|
2022
Q3 | $9K | Buy |
421
+25
| +6% | +$534 | ﹤0.01% | 772 |
|
2022
Q2 | $9K | Buy |
396
+60
| +18% | +$1.36K | ﹤0.01% | 732 |
|
2022
Q1 | $9K | Buy |
336
+104
| +45% | +$2.79K | ﹤0.01% | 755 |
|
2021
Q4 | $8K | Buy |
232
+97
| +72% | +$3.35K | ﹤0.01% | 764 |
|
2021
Q3 | $4K | Sell |
135
-37
| -22% | -$1.1K | ﹤0.01% | 914 |
|
2021
Q2 | $6K | Buy |
172
+37
| +27% | +$1.29K | ﹤0.01% | 780 |
|
2021
Q1 | $4K | Buy |
135
+34
| +34% | +$1.01K | ﹤0.01% | 747 |
|
2020
Q4 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 725 |
|
2020
Q1 | – | Sell |
-78
| Closed | -$2K | – | 673 |
|
2019
Q4 | $2K | Hold |
78
| – | – | ﹤0.01% | 744 |
|
2019
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 748 |
|
2019
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 687 |
|
2019
Q1 | $2.59K | Sell |
78
-510
| -87% | -$16.9K | ﹤0.01% | 761 |
|
2018
Q4 | $17.4K | Sell |
588
-3,345
| -85% | -$99.2K | ﹤0.01% | 499 |
|
2018
Q3 | $120K | Buy |
3,933
+665
| +20% | +$20.2K | 0.01% | 367 |
|
2018
Q2 | $105K | Sell |
3,268
-75,252
| -96% | -$2.41M | 0.01% | 370 |
|
2018
Q1 | $2.72M | Buy |
78,520
+822
| +1% | +$28.5K | 0.23% | 112 |
|
2017
Q4 | $3.37M | Sell |
77,698
-645
| -0.8% | -$27.9K | 0.28% | 91 |
|
2017
Q3 | $3.49M | Buy |
78,343
+7,585
| +11% | +$338K | 0.29% | 98 |
|
2017
Q2 | $3.17M | Buy |
70,758
+4,258
| +6% | +$191K | 0.28% | 103 |
|
2017
Q1 | $2.8M | Buy |
66,500
+65,265
| +5,285% | +$2.75M | 0.26% | 110 |
|
2016
Q4 | $48.9K | Buy |
+1,235
| New | +$48.9K | 0.01% | 359 |
|
2016
Q2 | $33.5K | Buy |
1,005
+520
| +107% | +$17.4K | ﹤0.01% | 428 |
|
2016
Q1 | $18.9K | Sell |
485
-23
| -5% | -$898 | ﹤0.01% | 456 |
|
2015
Q4 | $18.7K | Buy |
508
+196
| +63% | +$7.22K | ﹤0.01% | 428 |
|
2015
Q3 | $17K | Buy |
312
+132
| +73% | +$7.21K | ﹤0.01% | 467 |
|
2015
Q2 | $10.4K | Sell |
180
-160
| -47% | -$9.25K | ﹤0.01% | 487 |
|
2015
Q1 | $17.4K | Hold |
340
| – | – | ﹤0.01% | 438 |
|
2014
Q4 | $18.8K | Buy |
340
+28
| +9% | +$1.55K | 0.01% | 338 |
|
2014
Q3 | $17K | Buy |
312
+132
| +73% | +$7.21K | ﹤0.01% | 459 |
|
2014
Q2 | $10.4K | Hold |
180
| – | – | ﹤0.01% | 354 |
|
2014
Q1 | $9.75K | Buy |
180
+48
| +36% | +$2.6K | 0.01% | 339 |
|
2013
Q4 | $7.62K | Buy |
+132
| New | +$7.62K | 0.01% | 326 |
|