MPWT
MassMutual Private Wealth & Trust’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
128,862
-1,634
| -1% | -$282K | 0.59% | 44 |
|
|
2025
Q1 | $28.8M | Sell |
130,496
-5,073
| -4% | -$1.12M | 0.83% | 32 |
|
|
2024
Q4 | $27.8M | Sell |
135,569
-1,870
| -1% | -$384K | 0.78% | 33 |
|
|
2024
Q3 | $24.7M | Buy |
137,439
+3,251
| +2% | +$584K | 0.7% | 41 |
|
|
2024
Q2 | $20M | Sell |
134,188
-1,146
| -0.8% | -$171K | 0.61% | 45 |
|
|
2024
Q1 | $21.6M | Buy |
135,334
+2,268
| +2% | +$362K | 0.67% | 43 |
|
|
2023
Q4 | $17.7M | Sell |
133,066
-20
| -0% | -$2.66K | 0.59% | 46 |
|
|
2023
Q3 | $15M | Buy |
133,086
+986
| +0.7% | +$111K | 0.56% | 51 |
|
|
2023
Q2 | $16.7M | Buy |
132,100
+301
| +0.2% | +$38K | 0.6% | 43 |
|
|
2023
Q1 | $14.9M | Buy |
131,799
+1,815
| +1% | +$205K | 0.57% | 45 |
|
|
2022
Q4 | $13.1M | Buy |
129,984
+1,783
| +1% | +$180K | 0.54% | 50 |
|
|
2022
Q3 | $12M | Buy |
128,201
+4,376
| +4% | +$409K | 0.54% | 48 |
|
|
2022
Q2 | $11M | Buy |
123,825
+8,745
| +8% | +$778K | 0.48% | 56 |
|
|
2022
Q1 | $11.7M | Buy |
115,080
+11,477
| +11% | +$1.16M | 0.44% | 59 |
|
|
2021
Q4 | $10.8M | Buy |
103,603
+8,763
| +9% | +$910K | 0.4% | 67 |
|
|
2021
Q3 | $10.3M | Buy |
94,840
+11,086
| +13% | +$1.2M | 0.43% | 60 |
|
|
2021
Q2 | $8.95M | Buy |
83,754
+8,601
| +11% | +$919K | 0.38% | 74 |
|
|
2021
Q1 | $8.95M | Buy |
75,153
+7,886
| +12% | +$939K | 0.42% | 62 |
|
|
2020
Q4 | $7.66M | Buy |
67,267
+2,639
| +4% | +$300K | 0.39% | 65 |
|
|
2020
Q3 | $6.66M | Buy |
64,628
+3,780
| +6% | +$390K | 0.39% | 69 |
|
|
2020
Q2 | $5.94M | Buy |
60,848
+3,225
| +6% | +$315K | 0.38% | 65 |
|
|
2020
Q1 | $5.47M | Sell |
57,623
-3,310
| -5% | -$314K | 0.44% | 58 |
|
|
2019
Q4 | $7.05M | Sell |
60,933
-5,153
| -8% | -$596K | 0.44% | 58 |
|
|
2019
Q3 | $6.85M | Sell |
66,086
-1,965
| -3% | -$204K | 0.46% | 55 |
|
|
2019
Q2 | $6.2M | Sell |
68,051
-2,860
| -4% | -$261K | 0.43% | 59 |
|
|
2019
Q1 | $6.26M | Sell |
70,911
-4,875
| -6% | -$430K | 0.45% | 55 |
|
|
2018
Q4 | $5.57M | Sell |
75,786
-2,310
| -3% | -$170K | 0.48% | 50 |
|
|
2018
Q3 | $6.43M | Sell |
78,096
-2,338
| -3% | -$193K | 0.48% | 47 |
|
|
2018
Q2 | $5.96M | Sell |
80,434
-100
| -0.1% | -$7.41K | 0.48% | 49 |
|
|
2018
Q1 | $5.74M | Buy |
80,534
+39,307
| +95% | +$2.8M | 0.48% | 49 |
|
|
2017
Q4 | $5.41M | Sell |
41,227
-177
| -0.4% | -$23.2K | 0.45% | 52 |
|
|
2017
Q3 | $5.34M | Buy |
41,404
+2,382
| +6% | +$307K | 0.44% | 59 |
|
|
2017
Q2 | $4.77M | Buy |
39,022
+515
| +1% | +$63K | 0.43% | 65 |
|
|
2017
Q1 | $4.44M | Buy |
38,507
+5,192
| +16% | +$599K | 0.42% | 69 |
|
|
2016
Q4 | $3.54M | Buy |
+33,315
| New | +$3.54M | 0.43% | 65 |
|
|
2016
Q2 | $2.91M | Buy |
26,740
+3,385
| +14% | +$368K | 0.37% | 80 |
|
|
2016
Q1 | $2.4M | Buy |
23,355
+1,610
| +7% | +$165K | 0.32% | 82 |
|
|
2015
Q4 | $1.99M | Buy |
21,745
+5,330
| +32% | +$487K | 0.28% | 94 |
|
|
2015
Q3 | $1.06M | Buy |
16,415
+1,026
| +7% | +$66.3K | 0.22% | 118 |
|
|
2015
Q2 | $928K | Sell |
15,389
-5,206
| -25% | -$314K | 0.21% | 122 |
|
|
2015
Q1 | $1.64M | Buy |
20,595
+19,395
| +1,616% | +$1.54M | 0.27% | 96 |
|
|
2014
Q4 | $85.2K | Sell |
1,200
-15,215
| -93% | -$1.08M | 0.03% | 230 |
|
|
2014
Q3 | $1.06M | Buy |
+16,415
| New | +$1.06M | 0.21% | 118 |
|