MPWT
MassMutual Private Wealth & Trust’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
1,110
+587
| +112% | +$143K | 0.01% | 398 |
|
|
2025
Q1 | $127K | Sell |
523
-3
| -0.6% | -$727 | ﹤0.01% | 510 |
|
|
2024
Q4 | $119K | Buy |
526
+57
| +12% | +$12.9K | ﹤0.01% | 543 |
|
|
2024
Q3 | $101K | Buy |
469
+13
| +3% | +$2.8K | ﹤0.01% | 525 |
|
|
2024
Q2 | $89.8K | Buy |
456
+26
| +6% | +$5.12K | ﹤0.01% | 544 |
|
|
2024
Q1 | $88.1K | Sell |
430
-281
| -40% | -$57.6K | ﹤0.01% | 502 |
|
|
2023
Q4 | $146K | Sell |
711
-24
| -3% | -$4.94K | ﹤0.01% | 409 |
|
|
2023
Q3 | $132K | Buy |
735
+26
| +4% | +$4.66K | ﹤0.01% | 421 |
|
|
2023
Q2 | $117K | Buy |
709
+40
| +6% | +$6.63K | ﹤0.01% | 415 |
|
|
2023
Q1 | $98.1K | Buy |
669
+31
| +5% | +$4.54K | ﹤0.01% | 424 |
|
|
2022
Q4 | $86K | Buy |
638
+16
| +3% | +$2.16K | ﹤0.01% | 425 |
|
|
2022
Q3 | $90K | Sell |
622
-162
| -21% | -$23.4K | ﹤0.01% | 401 |
|
|
2022
Q2 | $112K | Buy |
784
+779
| +15,580% | +$111K | ﹤0.01% | 374 |
|
|
2022
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 1269 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1178 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 731 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 676 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1.93K | – | 873 |
|
|
2018
Q4 | $1.93K | Hold |
20
| – | – | ﹤0.01% | 841 |
|
|
2018
Q3 | $2.64K | Sell |
20
-13
| -39% | -$1.72K | ﹤0.01% | 801 |
|
|
2018
Q2 | $3.8K | Buy |
+33
| New | +$3.8K | ﹤0.01% | 776 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$4.3K | – | 841 |
|
|
2015
Q4 | $4.3K | Buy |
+80
| New | +$4.3K | ﹤0.01% | 584 |
|