MPWT
MassMutual Private Wealth & Trust’s Pathward Financial CASH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10K | Buy |
127
+45
| +55% | +$3.56K | ﹤0.01% | 1358 |
|
2025
Q1 | $5.98K | Hold |
82
| – | – | ﹤0.01% | 1515 |
|
2024
Q4 | $6.03K | Hold |
82
| – | – | ﹤0.01% | 1461 |
|
2024
Q3 | $5.41K | Hold |
82
| – | – | ﹤0.01% | 1350 |
|
2024
Q2 | $4.64K | Hold |
82
| – | – | ﹤0.01% | 1342 |
|
2024
Q1 | $4.14K | Buy |
82
+47
| +134% | +$2.37K | ﹤0.01% | 1330 |
|
2023
Q4 | $1.85K | Hold |
35
| – | – | ﹤0.01% | 1523 |
|
2023
Q3 | $1.61K | Hold |
35
| – | – | ﹤0.01% | 1559 |
|
2023
Q2 | $1.62K | Hold |
35
| – | – | ﹤0.01% | 1530 |
|
2023
Q1 | $1.45K | Hold |
35
| – | – | ﹤0.01% | 1505 |
|
2022
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1225 |
|
2022
Q2 | – | Sell |
-28
| Closed | -$2K | – | 1535 |
|
2022
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1128 |
|
2018
Q3 | – | Sell |
-12
| Closed | -$1.17K | – | 987 |
|
2018
Q2 | $1.17K | Buy |
+12
| New | +$1.17K | ﹤0.01% | 974 |
|