MPWT
MassMutual Private Wealth & Trust’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
199
+22
| +12% | +$11.8K | ﹤0.01% | 571 |
|
|
2025
Q1 | $57.1K | Buy |
177
+42
| +31% | +$13.5K | ﹤0.01% | 694 |
|
|
2024
Q4 | $57.2K | Buy |
135
+6
| +5% | +$2.54K | ﹤0.01% | 713 |
|
|
2024
Q3 | $50.4K | Buy |
129
+11
| +9% | +$4.29K | ﹤0.01% | 660 |
|
|
2024
Q2 | $35.9K | Buy |
118
+9
| +8% | +$2.74K | ﹤0.01% | 713 |
|
|
2024
Q1 | $34.6K | Sell |
109
-5
| -4% | -$1.59K | ﹤0.01% | 691 |
|
|
2023
Q4 | $23.4K | Sell |
114
-14
| -11% | -$2.88K | ﹤0.01% | 781 |
|
|
2023
Q3 | $21.8K | Buy |
128
+1
| +0.8% | +$170 | ﹤0.01% | 780 |
|
|
2023
Q2 | $20.9K | Buy |
127
+15
| +13% | +$2.46K | ﹤0.01% | 751 |
|
|
2023
Q1 | $16.3K | Buy |
112
+44
| +65% | +$6.42K | ﹤0.01% | 790 |
|
|
2022
Q4 | $8K | Sell |
68
-2
| -3% | -$235 | ﹤0.01% | 845 |
|
|
2022
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 833 |
|
|
2022
Q2 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 836 |
|
|
2021
Q3 | – | Sell |
-59
| Closed | -$5K | – | 1288 |
|
|
2021
Q2 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 836 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$1.05K | – | 904 |
|
|
2018
Q4 | $1.05K | Hold |
24
| – | – | ﹤0.01% | 902 |
|
|
2018
Q3 | $1.35K | Sell |
24
-41
| -63% | -$2.31K | ﹤0.01% | 874 |
|
|
2018
Q2 | $2.98K | Buy |
65
+19
| +41% | +$870 | ﹤0.01% | 809 |
|
|
2018
Q1 | $1.9K | Buy |
+46
| New | +$1.9K | ﹤0.01% | 836 |
|