MassMutual Private Wealth & Trust’s Coastal Financial CCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7K Hold
2025
Q1
$14.6K Sell
2024
Q4
$14K Hold
2024
Q3
$8.91K Buy
2024
Q2
$2.91K Hold
2024
Q1
$2.45K Buy
2023
Q2
Sell
2023
Q1
$1.3K Buy