MPWT
MassMutual Private Wealth & Trust’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Buy |
243
+2
| +0.8% | +$540 | ﹤0.01% | 710 |
|
|
2025
Q1 | $48.1K | Buy |
241
+92
| +62% | +$18.4K | ﹤0.01% | 746 |
|
|
2024
Q4 | $41.3K | Buy |
149
+30
| +25% | +$8.32K | ﹤0.01% | 796 |
|
|
2024
Q3 | $30.1K | Buy |
119
+25
| +27% | +$6.33K | ﹤0.01% | 805 |
|
|
2024
Q2 | $19.6K | Sell |
94
-31
| -25% | -$6.46K | ﹤0.01% | 865 |
|
|
2024
Q1 | $24.1K | Buy |
125
+1
| +0.8% | +$193 | ﹤0.01% | 785 |
|
|
2023
Q4 | $21.2K | Buy |
124
+17
| +16% | +$2.91K | ﹤0.01% | 804 |
|
|
2023
Q3 | $14.8K | Buy |
107
+7
| +7% | +$965 | ﹤0.01% | 878 |
|
|
2023
Q2 | $12.4K | Sell |
100
-4
| -4% | -$494 | ﹤0.01% | 902 |
|
|
2023
Q1 | $12K | Buy |
104
+54
| +108% | +$6.23K | ﹤0.01% | 882 |
|
|
2022
Q4 | $5K | Sell |
50
-15
| -23% | -$1.5K | ﹤0.01% | 983 |
|
|
2022
Q3 | $5K | Sell |
65
-6
| -8% | -$462 | ﹤0.01% | 937 |
|
|
2022
Q2 | $7K | Buy |
71
+65
| +1,083% | +$6.41K | ﹤0.01% | 794 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1314 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 894 |
|
|
2016
Q1 | – | Sell |
-27
| Closed | -$1.46K | – | 871 |
|
|
2015
Q4 | $1.46K | Buy |
+27
| New | +$1.46K | ﹤0.01% | 683 |
|
|
2015
Q2 | – | Sell |
-3,231
| Closed | -$167K | – | 787 |
|
|
2015
Q1 | $167K | Buy |
+3,231
| New | +$167K | 0.03% | 293 |
|