MPWT
MassMutual Private Wealth & Trust’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Buy |
81
+2
| +3% | +$680 | ﹤0.01% | 980 |
|
|
2025
Q1 | $28.7K | Buy |
79
+12
| +18% | +$4.36K | ﹤0.01% | 900 |
|
|
2024
Q4 | $24.3K | Sell |
67
-37
| -36% | -$13.4K | ﹤0.01% | 944 |
|
|
2024
Q3 | $40.8K | Sell |
104
-11
| -10% | -$4.31K | ﹤0.01% | 711 |
|
|
2024
Q2 | $43.8K | Buy |
115
+31
| +37% | +$11.8K | ﹤0.01% | 672 |
|
|
2024
Q1 | $33.4K | Hold |
84
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $29.7K | Buy |
84
+7
| +9% | +$2.48K | ﹤0.01% | 726 |
|
|
2023
Q3 | $28.6K | Buy |
77
+5
| +7% | +$1.86K | ﹤0.01% | 722 |
|
|
2023
Q2 | $24.6K | Buy |
72
+33
| +85% | +$11.3K | ﹤0.01% | 710 |
|
|
2023
Q1 | $14K | Buy |
39
+25
| +179% | +$8.95K | ﹤0.01% | 830 |
|
|
2022
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 982 |
|
|
2022
Q3 | $4K | Buy |
14
+4
| +40% | +$1.14K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $3K | Buy |
10
+8
| +400% | +$2.4K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1307 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | -$2K | – | 813 |
|
|
2019
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 753 |
|
|
2018
Q3 | – | Sell |
-3
| Closed | -$691 | – | 1004 |
|
|
2018
Q2 | $691 | Buy |
+3
| New | +$691 | ﹤0.01% | 1041 |
|
|
2015
Q4 | – | Sell |
-139
| Closed | -$22.5K | – | 861 |
|
|
2015
Q3 | $22.5K | Hold |
139
| – | – | ﹤0.01% | 440 |
|
|
2015
Q2 | $22.3K | Hold |
139
| – | – | 0.01% | 410 |
|
|
2015
Q1 | $24.2K | Buy |
+139
| New | +$24.2K | ﹤0.01% | 410 |
|