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MassMutual Private Wealth & Trust’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
93
-9
-9% -$16.5K ﹤0.01% 470
2025
Q1
$188K Buy
102
+15
+17% +$27.7K 0.01% 440
2024
Q4
$173K Sell
87
-5
-5% -$9.96K ﹤0.01% 474
2024
Q3
$179K Buy
92
+3
+3% +$5.83K 0.01% 425
2024
Q2
$132K Buy
89
+13
+17% +$19.4K ﹤0.01% 459
2024
Q1
$95K Buy
76
+1
+1% +$1.25K ﹤0.01% 487
2023
Q4
$87.3K Sell
75
-6
-7% -$6.98K ﹤0.01% 490
2023
Q3
$70.4K Buy
81
+10
+14% +$8.69K ﹤0.01% 521
2023
Q2
$57.5K Buy
71
+17
+31% +$13.8K ﹤0.01% 513
2023
Q1
$37.9K Buy
54
+26
+93% +$18.3K ﹤0.01% 578
2022
Q4
$17K Buy
28
+1
+4% +$607 ﹤0.01% 672
2022
Q3
$11K Buy
27
+8
+42% +$3.26K ﹤0.01% 721
2022
Q2
$8K Buy
19
+9
+90% +$3.79K ﹤0.01% 765
2022
Q1
$5K Buy
10
+1
+11% +$500 ﹤0.01% 918
2021
Q4
$4K Buy
+9
New +$4K ﹤0.01% 938
2021
Q3
Sell
-3
Closed -$2K 1287
2021
Q2
$2K Buy
+3
New +$2K ﹤0.01% 1012
2021
Q1
Sell
-7
Closed -$4K 1129
2020
Q4
$4K Buy
+7
New +$4K ﹤0.01% 707
2020
Q3
Sell
-2
Closed -$1K 757
2020
Q2
$1K Buy
+2
New +$1K ﹤0.01% 687
2016
Q2
Hold
0
899
2016
Q1
Sell
-105
Closed -$9.89K 876
2015
Q4
$9.89K Hold
105
﹤0.01% 494
2015
Q3
$5.79K Hold
105
﹤0.01% 599
2015
Q2
$6.7K Hold
105
﹤0.01% 539
2015
Q1
$9.32K Hold
105
﹤0.01% 513
2014
Q4
$7.59K Hold
105
﹤0.01% 446
2014
Q3
$5.79K Hold
105
﹤0.01% 582
2014
Q2
$6.7K Hold
105
﹤0.01% 405
2014
Q1
$5.81K Hold
105
﹤0.01% 397
2013
Q4
$6.6K Buy
+105
New +$6.6K 0.01% 341