MPWT
MassMutual Private Wealth & Trust’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Hold |
810
| – | – | ﹤0.01% | 1121 |
|
|
2025
Q1 | $19.7K | Sell |
810
-13
| -2% | -$316 | ﹤0.01% | 1032 |
|
|
2024
Q4 | $20.2K | Buy |
823
+46
| +6% | +$1.13K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $16.9K | Buy |
777
+19
| +3% | +$414 | ﹤0.01% | 953 |
|
|
2024
Q2 | $13.7K | Sell |
758
-79
| -9% | -$1.42K | ﹤0.01% | 972 |
|
|
2024
Q1 | $16.2K | Sell |
837
-133
| -14% | -$2.58K | ﹤0.01% | 889 |
|
|
2023
Q4 | $20.7K | Buy |
970
+322
| +50% | +$6.89K | ﹤0.01% | 808 |
|
|
2023
Q3 | $10.6K | Sell |
648
-80
| -11% | -$1.31K | ﹤0.01% | 981 |
|
|
2023
Q2 | $11.8K | Buy |
728
+593
| +439% | +$9.59K | ﹤0.01% | 913 |
|
|
2023
Q1 | $2.89K | Buy |
135
+77
| +133% | +$1.65K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1264 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 878 |
|
|
2019
Q2 | – | Sell |
-120
| Closed | -$3.62K | – | 784 |
|
|
2019
Q1 | $3.62K | Sell |
120
-65
| -35% | -$1.96K | ﹤0.01% | 725 |
|
|
2018
Q4 | $5.5K | Hold |
185
| – | – | ﹤0.01% | 651 |
|
|
2018
Q3 | $6.5K | Hold |
185
| – | – | ﹤0.01% | 671 |
|
|
2018
Q2 | $6.45K | Hold |
185
| – | – | ﹤0.01% | 676 |
|
|
2018
Q1 | $5.66K | Buy |
185
+120
| +185% | +$3.67K | ﹤0.01% | 687 |
|
|
2017
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 768 |
|