MPWT
MassMutual Private Wealth & Trust’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,864
| Closed | -$561K | – | 2368 |
|
|
2025
Q1 | $561K | Hold |
9,864
| – | – | 0.02% | 309 |
|
|
2024
Q4 | $608K | Hold |
9,864
| – | – | 0.02% | 296 |
|
|
2024
Q3 | $573K | Sell |
9,864
-2,985
| -23% | -$173K | 0.02% | 297 |
|
|
2024
Q2 | $607K | Hold |
12,849
| – | – | 0.02% | 286 |
|
|
2024
Q1 | $617K | Hold |
12,849
| – | – | 0.02% | 275 |
|
|
2023
Q4 | $670K | Sell |
12,849
-3,200
| -20% | -$167K | 0.02% | 258 |
|
|
2023
Q3 | $677K | Buy |
+16,049
| New | +$677K | 0.03% | 255 |
|
|
2023
Q2 | – | Sell |
-65
| Closed | -$3.41K | – | 1928 |
|
|
2023
Q1 | $3.41K | Buy |
+65
| New | +$3.41K | ﹤0.01% | 1254 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$2K | – | 1666 |
|
|
2022
Q3 | $2K | Sell |
35
-6
| -15% | -$343 | ﹤0.01% | 1184 |
|
|
2022
Q2 | $3K | Buy |
41
+34
| +486% | +$2.49K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1524 |
|
|
2018
Q3 | – | Sell |
-8,500
| Closed | -$502K | – | 989 |
|
|
2018
Q2 | $502K | Buy |
+8,500
| New | +$502K | 0.04% | 246 |
|