MPWT
MassMutual Private Wealth & Trust’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Buy |
224
+8
| +4% | +$439 | ﹤0.01% | 1276 |
|
|
2025
Q1 | $11.9K | Sell |
216
-15
| -6% | -$824 | ﹤0.01% | 1242 |
|
|
2024
Q4 | $12.2K | Buy |
231
+63
| +38% | +$3.33K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $10.7K | Buy |
168
+37
| +28% | +$2.35K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $7.1K | Hold |
131
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q1 | $6.43K | Hold |
131
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q4 | $6.34K | Buy |
131
+3
| +2% | +$145 | ﹤0.01% | 1173 |
|
|
2023
Q3 | $5.51K | Sell |
128
-13
| -9% | -$560 | ﹤0.01% | 1216 |
|
|
2023
Q2 | $4.49K | Buy |
141
+24
| +21% | +$765 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $4.12K | Hold |
117
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q4 | $4K | Hold |
117
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q3 | $5K | Hold |
117
| – | – | ﹤0.01% | 943 |
|
|
2022
Q2 | $4K | Hold |
117
| – | – | ﹤0.01% | 966 |
|
|
2022
Q1 | $3K | Buy |
117
+85
| +266% | +$2.18K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $1K | Sell |
32
-235
| -88% | -$7.34K | ﹤0.01% | 1227 |
|
|
2021
Q3 | $7K | Buy |
267
+235
| +734% | +$6.16K | ﹤0.01% | 790 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 975 |
|
|
2020
Q3 | – | Sell |
-143
| Closed | -$2K | – | 772 |
|
|
2020
Q2 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 659 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1078 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 721 |
|
|
2016
Q2 | $667 | Buy |
+29
| New | +$667 | ﹤0.01% | 712 |
|