MPWT
MassMutual Private Wealth & Trust’s CBIZ CBZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86K | Hold |
26
| – | – | ﹤0.01% | 1968 |
|
|
2025
Q1 | $1.97K | Hold |
26
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q4 | $2.13K | Hold |
26
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q3 | $1.75K | Hold |
26
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q2 | $1.93K | Sell |
26
-5
| -16% | -$371 | ﹤0.01% | 1652 |
|
|
2024
Q1 | $2.43K | Buy |
31
+9
| +41% | +$707 | ﹤0.01% | 1482 |
|
|
2023
Q4 | $1.38K | Hold |
22
| – | – | ﹤0.01% | 1618 |
|
|
2023
Q3 | $1.14K | Buy |
22
+5
| +29% | +$260 | ﹤0.01% | 1654 |
|
|
2023
Q2 | $906 | Buy |
+17
| New | +$906 | ﹤0.01% | 1681 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 862 |
|
|
2019
Q2 | – | Sell |
-1,128
| Closed | -$22.8K | – | 759 |
|
|
2019
Q1 | $22.8K | Hold |
1,128
| – | – | ﹤0.01% | 500 |
|
|
2018
Q4 | $22.2K | Hold |
1,128
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $26.7K | Hold |
1,128
| – | – | ﹤0.01% | 482 |
|
|
2018
Q2 | $25.9K | Hold |
1,128
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $20.6K | Buy |
+1,128
| New | +$20.6K | ﹤0.01% | 501 |
|