MPWT
MassMutual Private Wealth & Trust’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Buy |
294
+50
| +20% | +$3.47K | ﹤0.01% | 1099 |
|
|
2025
Q1 | $16.4K | Sell |
244
-6
| -2% | -$402 | ﹤0.01% | 1110 |
|
|
2024
Q4 | $16.8K | Buy |
250
+38
| +18% | +$2.56K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $15.6K | Buy |
212
+54
| +34% | +$3.98K | ﹤0.01% | 979 |
|
|
2024
Q2 | $11.3K | Sell |
158
-3
| -2% | -$215 | ﹤0.01% | 1057 |
|
|
2024
Q1 | $12K | Sell |
161
-1
| -0.6% | -$75 | ﹤0.01% | 978 |
|
|
2023
Q4 | $10.6K | Sell |
162
-79
| -33% | -$5.16K | ﹤0.01% | 994 |
|
|
2023
Q3 | $14.4K | Buy |
241
+44
| +22% | +$2.62K | ﹤0.01% | 885 |
|
|
2023
Q2 | $12.3K | Buy |
197
+11
| +6% | +$688 | ﹤0.01% | 904 |
|
|
2023
Q1 | $12.2K | Buy |
186
+139
| +296% | +$9.08K | ﹤0.01% | 879 |
|
|
2022
Q4 | $3K | Buy |
47
+33
| +236% | +$2.11K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1396 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q1 | $1K | Sell |
14
-38
| -73% | -$2.71K | ﹤0.01% | 1300 |
|
|
2021
Q4 | $3K | Sell |
52
-18
| -26% | -$1.04K | ﹤0.01% | 986 |
|
|
2021
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 922 |
|
|
2021
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 877 |
|
|
2021
Q1 | $4K | Buy |
70
+18
| +35% | +$1.03K | ﹤0.01% | 754 |
|
|
2020
Q4 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 732 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$2.08K | – | 890 |
|
|
2018
Q4 | $2.08K | Hold |
48
| – | – | ﹤0.01% | 827 |
|
|
2018
Q3 | $2.8K | Hold |
48
| – | – | ﹤0.01% | 792 |
|
|
2018
Q2 | $2.17K | Hold |
48
| – | – | ﹤0.01% | 865 |
|
|
2018
Q1 | $2.16K | Hold |
48
| – | – | ﹤0.01% | 817 |
|
|
2017
Q4 | $2.35K | Buy |
+48
| New | +$2.35K | ﹤0.01% | 746 |
|
|
2016
Q2 | – | Sell |
-309
| Closed | -$9.86K | – | 877 |
|
|
2016
Q1 | $9.86K | Buy |
+309
| New | +$9.86K | ﹤0.01% | 534 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 568 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 607 |
|