MPWT
MassMutual Private Wealth & Trust’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
135
+27
| +25% | +$4.86K | ﹤0.01% | 1025 |
|
|
2025
Q1 | $17.4K | Buy |
108
+74
| +218% | +$12K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $5.9K | Buy |
34
+18
| +113% | +$3.13K | ﹤0.01% | 1465 |
|
|
2024
Q3 | $2.53K | Buy |
16
+14
| +700% | +$2.21K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $270 | Buy |
+2
| New | +$270 | ﹤0.01% | 2042 |
|
|
2023
Q3 | – | Sell |
-45
| Closed | -$4.42K | – | 1995 |
|
|
2023
Q2 | $4.42K | Sell |
45
-49
| -52% | -$4.82K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $8.22K | Hold |
94
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 848 |
|
|
2022
Q3 | – | Sell |
-29
| Closed | -$2K | – | 1698 |
|
|
2022
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1138 |
|