MPWT
MassMutual Private Wealth & Trust’s Brown & Brown BRO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $98.7K | Buy |
890
+176
| +25% | +$19.5K | ﹤0.01% | 594 |
|
2025
Q1 | $88.8K | Buy |
714
+4
| +0.6% | +$498 | ﹤0.01% | 583 |
|
2024
Q4 | $72.4K | Sell |
710
-142
| -17% | -$14.5K | ﹤0.01% | 646 |
|
2024
Q3 | $88.3K | Sell |
852
-64
| -7% | -$6.63K | ﹤0.01% | 552 |
|
2024
Q2 | $81.9K | Buy |
916
+201
| +28% | +$18K | ﹤0.01% | 560 |
|
2024
Q1 | $62.6K | Buy |
715
+5
| +0.7% | +$438 | ﹤0.01% | 570 |
|
2023
Q4 | $50.5K | Buy |
710
+71
| +11% | +$5.05K | ﹤0.01% | 604 |
|
2023
Q3 | $44.6K | Buy |
639
+109
| +21% | +$7.61K | ﹤0.01% | 615 |
|
2023
Q2 | $36.5K | Buy |
530
+69
| +15% | +$4.75K | ﹤0.01% | 617 |
|
2023
Q1 | $26.5K | Buy |
461
+129
| +39% | +$7.41K | ﹤0.01% | 655 |
|
2022
Q4 | $19K | Sell |
332
-11
| -3% | -$630 | ﹤0.01% | 643 |
|
2022
Q3 | $21K | Buy |
343
+24
| +8% | +$1.47K | ﹤0.01% | 572 |
|
2022
Q2 | $19K | Buy |
319
+269
| +538% | +$16K | ﹤0.01% | 580 |
|
2022
Q1 | $4K | Buy |
50
+10
| +25% | +$800 | ﹤0.01% | 960 |
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 976 |
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1023 |
|
2021
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 995 |
|
2021
Q1 | – | Sell |
-59
| Closed | -$3K | – | 1109 |
|
2020
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 728 |
|
2018
Q3 | – | Sell |
-53
| Closed | -$1.47K | – | 985 |
|
2018
Q2 | $1.47K | Buy |
+53
| New | +$1.47K | ﹤0.01% | 931 |
|
2016
Q2 | – | Sell |
-220
| Closed | -$7.88K | – | 857 |
|
2016
Q1 | $7.88K | Buy |
+220
| New | +$7.88K | ﹤0.01% | 568 |
|