MPWT
MassMutual Private Wealth & Trust’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
527
-56
| -10% | -$14.5K | ﹤0.01% | 516 |
|
|
2025
Q1 | $142K | Buy |
583
+78
| +15% | +$19K | ﹤0.01% | 488 |
|
|
2024
Q4 | $129K | Sell |
505
-24
| -5% | -$6.12K | ﹤0.01% | 531 |
|
|
2024
Q3 | $155K | Buy |
529
+22
| +4% | +$6.47K | ﹤0.01% | 445 |
|
|
2024
Q2 | $123K | Buy |
507
+70
| +16% | +$17K | ﹤0.01% | 478 |
|
|
2024
Q1 | $117K | Buy |
437
+2
| +0.5% | +$535 | ﹤0.01% | 447 |
|
|
2023
Q4 | $108K | Sell |
435
-17
| -4% | -$4.2K | ﹤0.01% | 452 |
|
|
2023
Q3 | $82.8K | Buy |
452
+52
| +13% | +$9.53K | ﹤0.01% | 488 |
|
|
2023
Q2 | $94.1K | Buy |
400
+4
| +1% | +$941 | ﹤0.01% | 448 |
|
|
2023
Q1 | $80.3K | Buy |
396
+267
| +207% | +$54.2K | ﹤0.01% | 450 |
|
|
2022
Q4 | $25K | Buy |
129
+68
| +111% | +$13.2K | ﹤0.01% | 582 |
|
|
2022
Q3 | $10K | Buy |
61
+7
| +13% | +$1.15K | ﹤0.01% | 752 |
|
|
2022
Q2 | $10K | Buy |
54
+5
| +10% | +$926 | ﹤0.01% | 717 |
|
|
2022
Q1 | $12K | Sell |
49
-9
| -16% | -$2.2K | ﹤0.01% | 703 |
|
|
2021
Q4 | $17K | Buy |
58
+5
| +9% | +$1.47K | ﹤0.01% | 628 |
|
|
2021
Q3 | $13K | Hold |
53
| – | – | ﹤0.01% | 661 |
|
|
2021
Q2 | $13K | Buy |
53
+25
| +89% | +$6.13K | ﹤0.01% | 643 |
|
|
2021
Q1 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 714 |
|
|
2016
Q2 | $642 | Buy |
+5
| New | +$642 | ﹤0.01% | 720 |
|
|
2016
Q1 | – | Sell |
-89
| Closed | -$9.91K | – | 865 |
|
|
2015
Q4 | $9.91K | Hold |
89
| – | – | ﹤0.01% | 493 |
|
|
2015
Q3 | $6.65K | Hold |
89
| – | – | ﹤0.01% | 582 |
|
|
2015
Q2 | $6.46K | Hold |
89
| – | – | ﹤0.01% | 542 |
|
|
2015
Q1 | $8.28K | Hold |
89
| – | – | ﹤0.01% | 530 |
|
|
2014
Q4 | $7.2K | Hold |
89
| – | – | ﹤0.01% | 450 |
|
|
2014
Q3 | $6.65K | Hold |
89
| – | – | ﹤0.01% | 569 |
|
|
2014
Q2 | $6.46K | Hold |
89
| – | – | ﹤0.01% | 408 |
|
|
2014
Q1 | $6.06K | Hold |
89
| – | – | ﹤0.01% | 390 |
|
|
2013
Q4 | $6.15K | Buy |
+89
| New | +$6.15K | 0.01% | 347 |
|