MPWT
MassMutual Private Wealth & Trust’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
223
+54
| +32% | +$5.66K | ﹤0.01% | 1044 |
|
|
2025
Q1 | $14.9K | Buy |
169
+9
| +6% | +$795 | ﹤0.01% | 1145 |
|
|
2024
Q4 | $15.4K | Buy |
160
+16
| +11% | +$1.54K | ﹤0.01% | 1109 |
|
|
2024
Q3 | $11.8K | Buy |
144
+1
| +0.7% | +$82 | ﹤0.01% | 1081 |
|
|
2024
Q2 | $12.3K | Buy |
143
+5
| +4% | +$431 | ﹤0.01% | 1008 |
|
|
2024
Q1 | $11.3K | Sell |
138
-6
| -4% | -$490 | ﹤0.01% | 1007 |
|
|
2023
Q4 | $9.55K | Sell |
144
-19
| -12% | -$1.26K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $11.9K | Buy |
163
+19
| +13% | +$1.39K | ﹤0.01% | 944 |
|
|
2023
Q2 | $9.09K | Sell |
144
-28
| -16% | -$1.77K | ﹤0.01% | 992 |
|
|
2023
Q1 | $10.1K | Sell |
172
-23
| -12% | -$1.35K | ﹤0.01% | 939 |
|
|
2022
Q4 | $12K | Buy |
195
+35
| +22% | +$2.15K | ﹤0.01% | 760 |
|
|
2022
Q3 | $11K | Buy |
160
+97
| +154% | +$6.67K | ﹤0.01% | 726 |
|
|
2022
Q2 | $4K | Sell |
63
-2
| -3% | -$127 | ﹤0.01% | 965 |
|
|
2022
Q1 | $4K | Buy |
65
+51
| +364% | +$3.14K | ﹤0.01% | 976 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1226 |
|
|
2020
Q3 | – | Sell |
-93
| Closed | -$5K | – | 771 |
|
|
2020
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 603 |
|
|
2020
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 578 |
|
|
2019
Q4 | $7K | Hold |
93
| – | – | ﹤0.01% | 672 |
|
|
2019
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 684 |
|
|
2019
Q2 | $6K | Buy |
93
+42
| +82% | +$2.71K | ﹤0.01% | 635 |
|
|
2019
Q1 | $3.77K | Hold |
51
| – | – | ﹤0.01% | 719 |
|
|
2018
Q4 | $3.04K | Buy |
+51
| New | +$3.04K | ﹤0.01% | 753 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1.35K | – | 1035 |
|
|
2018
Q2 | $1.35K | Sell |
18
-131
| -88% | -$9.84K | ﹤0.01% | 947 |
|
|
2018
Q1 | $9.02K | Buy |
+149
| New | +$9.02K | ﹤0.01% | 612 |
|