MassMutual Private Wealth & Trust’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
1,516
+60
| +4% | +$3.33K | ﹤0.01% | 639 |
|
|
2025
Q1 | $60.3K | Buy |
1,456
+80
| +6% | +$3.31K | ﹤0.01% | 683 |
|
|
2024
Q4 | $60.8K | Buy |
1,376
+456
| +50% | +$20.1K | ﹤0.01% | 696 |
|
|
2024
Q3 | $32.1K | Buy |
920
+28
| +3% | +$976 | ﹤0.01% | 785 |
|
|
2024
Q2 | $27.3K | Buy |
892
+160
| +22% | +$4.9K | ﹤0.01% | 778 |
|
|
2024
Q1 | $20.4K | Sell |
732
-12
| -2% | -$335 | ﹤0.01% | 824 |
|
|
2023
Q4 | $15.4K | Sell |
744
-336
| -31% | -$6.96K | ﹤0.01% | 877 |
|
|
2023
Q3 | $23.4K | Buy |
1,080
+244
| +29% | +$5.28K | ﹤0.01% | 763 |
|
|
2023
Q2 | $17.4K | Sell |
836
-4
| -0.5% | -$83 | ﹤0.01% | 794 |
|
|
2023
Q1 | $17.3K | Buy |
840
+660
| +367% | +$13.6K | ﹤0.01% | 771 |
|
|
2022
Q4 | $3K | Buy |
180
+84
| +88% | +$1.4K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $2K | Buy |
96
+52
| +118% | +$1.08K | ﹤0.01% | 1218 |
|
|
2022
Q2 | $1K | Sell |
44
-64
| -59% | -$1.46K | ﹤0.01% | 1327 |
|
|
2022
Q1 | $2K | Buy |
108
+44
| +69% | +$815 | ﹤0.01% | 1160 |
|
|
2021
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q3 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 1178 |
|