MPWT
MassMutual Private Wealth & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
34,290
+1,483
| +5% | +$404K | 0.25% | 90 |
|
|
2025
Q1 | $8.8M | Buy |
32,807
+1,888
| +6% | +$507K | 0.25% | 91 |
|
|
2024
Q4 | $10.3M | Buy |
30,919
+2,777
| +10% | +$928K | 0.29% | 83 |
|
|
2024
Q3 | $7.7M | Buy |
28,142
+319
| +1% | +$87.3K | 0.22% | 101 |
|
|
2024
Q2 | $7.15M | Buy |
27,823
+2,915
| +12% | +$749K | 0.22% | 102 |
|
|
2024
Q1 | $7.5M | Sell |
24,908
-5,514
| -18% | -$1.66M | 0.23% | 94 |
|
|
2023
Q4 | $8.01M | Buy |
30,422
+647
| +2% | +$170K | 0.27% | 89 |
|
|
2023
Q3 | $6.04M | Buy |
29,775
+655
| +2% | +$133K | 0.22% | 105 |
|
|
2023
Q2 | $6.15M | Buy |
29,120
+1,911
| +7% | +$404K | 0.22% | 107 |
|
|
2023
Q1 | $5.44M | Buy |
27,209
+3,308
| +14% | +$661K | 0.21% | 116 |
|
|
2022
Q4 | $3.17M | Buy |
23,901
+6,436
| +37% | +$853K | 0.13% | 153 |
|
|
2022
Q3 | $2.51M | Buy |
17,465
+1,330
| +8% | +$191K | 0.11% | 163 |
|
|
2022
Q2 | $2.66M | Buy |
16,135
+1,484
| +10% | +$245K | 0.12% | 158 |
|
|
2022
Q1 | $3.11M | Sell |
14,651
-11,256
| -43% | -$2.39M | 0.12% | 154 |
|
|
2021
Q4 | $6.58M | Buy |
25,907
+6,153
| +31% | +$1.56M | 0.24% | 103 |
|
|
2021
Q3 | $5.36M | Buy |
19,754
+8,462
| +75% | +$2.3M | 0.22% | 112 |
|
|
2021
Q2 | $2.76M | Buy |
11,292
+1,326
| +13% | +$324K | 0.12% | 155 |
|
|
2021
Q1 | $2.11M | Buy |
9,966
+2,557
| +35% | +$542K | 0.1% | 166 |
|
|
2020
Q4 | $1.65M | Buy |
7,409
+740
| +11% | +$165K | 0.08% | 173 |
|
|
2020
Q3 | $1.68M | Buy |
6,669
+6,057
| +990% | +$1.52M | 0.1% | 164 |
|
|
2020
Q2 | $115K | Buy |
612
+435
| +246% | +$81.7K | 0.01% | 353 |
|
|
2020
Q1 | $25K | Buy |
177
+86
| +95% | +$12.1K | ﹤0.01% | 429 |
|
|
2019
Q4 | $15K | Sell |
91
-62
| -41% | -$10.2K | ﹤0.01% | 556 |
|
|
2019
Q3 | $23K | Buy |
153
+32
| +26% | +$4.81K | ﹤0.01% | 498 |
|
|
2019
Q2 | $18K | Sell |
121
-15
| -11% | -$2.23K | ﹤0.01% | 506 |
|
|
2019
Q1 | $21.5K | Buy |
136
+66
| +94% | +$10.5K | ﹤0.01% | 505 |
|
|
2018
Q4 | $9.59K | Hold |
70
| – | – | ﹤0.01% | 570 |
|
|
2018
Q3 | $11.1K | Buy |
70
+15
| +27% | +$2.39K | ﹤0.01% | 589 |
|
|
2018
Q2 | $7.5K | Sell |
55
-127
| -70% | -$17.3K | ﹤0.01% | 652 |
|
|
2018
Q1 | $21.2K | Buy |
182
+114
| +168% | +$13.3K | ﹤0.01% | 496 |
|
|
2017
Q4 | $6.95K | Hold |
68
| – | – | ﹤0.01% | 638 |
|
|
2017
Q3 | $6.35K | Hold |
68
| – | – | ﹤0.01% | 824 |
|
|
2017
Q2 | $5.89K | Sell |
68
-20
| -23% | -$1.73K | ﹤0.01% | 809 |
|
|
2017
Q1 | $7.26K | Buy |
88
+20
| +29% | +$1.65K | ﹤0.01% | 757 |
|
|
2016
Q4 | $4.66K | Buy |
+68
| New | +$4.66K | ﹤0.01% | 542 |
|
|
2016
Q2 | $12.5K | Buy |
158
+90
| +132% | +$7.15K | ﹤0.01% | 488 |
|
|
2016
Q1 | $5.02K | Sell |
68
-50
| -42% | -$3.69K | ﹤0.01% | 633 |
|
|
2015
Q4 | $9.25K | Sell |
118
-119
| -50% | -$9.33K | ﹤0.01% | 501 |
|
|
2015
Q3 | $13.6K | Buy |
237
+47
| +25% | +$2.7K | ﹤0.01% | 494 |
|
|
2015
Q2 | $11K | Sell |
190
-47
| -20% | -$2.73K | ﹤0.01% | 477 |
|
|
2015
Q1 | $15.8K | Hold |
237
| – | – | ﹤0.01% | 447 |
|
|
2014
Q4 | $14.1K | Hold |
237
| – | – | ﹤0.01% | 369 |
|
|
2014
Q3 | $13.6K | Buy |
237
+47
| +25% | +$2.7K | ﹤0.01% | 485 |
|
|
2014
Q2 | $11K | Hold |
190
| – | – | ﹤0.01% | 346 |
|
|
2014
Q1 | $10.8K | Buy |
190
+66
| +53% | +$3.77K | 0.01% | 322 |
|
|
2013
Q4 | $6.84K | Buy |
+124
| New | +$6.84K | 0.01% | 336 |
|