MPWT
MassMutual Private Wealth & Trust’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
9,053
+258
| +3% | +$76.1K | 0.07% | 181 |
|
|
2025
Q1 | $2.19M | Buy |
8,795
+70
| +0.8% | +$17.4K | 0.06% | 191 |
|
|
2024
Q4 | $1.92M | Buy |
8,725
+255
| +3% | +$56.1K | 0.05% | 200 |
|
|
2024
Q3 | $1.87M | Buy |
8,470
+377
| +5% | +$83.3K | 0.05% | 210 |
|
|
2024
Q2 | $1.4M | Buy |
8,093
+1,513
| +23% | +$262K | 0.04% | 214 |
|
|
2024
Q1 | $1.26M | Buy |
6,580
+109
| +2% | +$20.8K | 0.04% | 226 |
|
|
2023
Q4 | $1.06M | Buy |
6,471
+412
| +7% | +$67.4K | 0.04% | 229 |
|
|
2023
Q3 | $850K | Buy |
6,059
+119
| +2% | +$16.7K | 0.03% | 235 |
|
|
2023
Q2 | $795K | Buy |
5,940
+400
| +7% | +$53.5K | 0.03% | 236 |
|
|
2023
Q1 | $726K | Buy |
5,540
+371
| +7% | +$48.6K | 0.03% | 245 |
|
|
2022
Q4 | $728K | Buy |
5,169
+2,712
| +110% | +$382K | 0.03% | 248 |
|
|
2022
Q3 | $292K | Buy |
2,457
+73
| +3% | +$8.68K | 0.01% | 303 |
|
|
2022
Q2 | $337K | Sell |
2,384
-3,802
| -61% | -$537K | 0.01% | 297 |
|
|
2022
Q1 | $804K | Sell |
6,186
-709
| -10% | -$92.1K | 0.03% | 245 |
|
|
2021
Q4 | $922K | Sell |
6,895
-11
| -0.2% | -$1.47K | 0.03% | 246 |
|
|
2021
Q3 | $959K | Buy |
6,906
+752
| +12% | +$104K | 0.04% | 232 |
|
|
2021
Q2 | $902K | Buy |
6,154
+19
| +0.3% | +$2.79K | 0.04% | 239 |
|
|
2021
Q1 | $818K | Buy |
6,135
+2,451
| +67% | +$327K | 0.04% | 239 |
|
|
2020
Q4 | $464K | Buy |
3,684
+886
| +32% | +$112K | 0.02% | 288 |
|
|
2020
Q3 | $340K | Buy |
2,798
+407
| +17% | +$49.5K | 0.02% | 296 |
|
|
2020
Q2 | $289K | Sell |
2,391
-68
| -3% | -$8.22K | 0.02% | 304 |
|
|
2020
Q1 | $273K | Sell |
2,459
-216
| -8% | -$24K | 0.02% | 280 |
|
|
2019
Q4 | $359K | Buy |
2,675
+215
| +9% | +$28.9K | 0.02% | 306 |
|
|
2019
Q3 | $358K | Buy |
2,460
+169
| +7% | +$24.6K | 0.02% | 303 |
|
|
2019
Q2 | $316K | Sell |
2,291
-1,870
| -45% | -$258K | 0.02% | 307 |
|
|
2019
Q1 | $587K | Sell |
4,161
-200
| -5% | -$28.2K | 0.04% | 241 |
|
|
2018
Q4 | $496K | Sell |
4,361
-459
| -10% | -$52.2K | 0.04% | 237 |
|
|
2018
Q3 | $729K | Sell |
4,820
-559
| -10% | -$84.5K | 0.05% | 223 |
|
|
2018
Q2 | $751K | Buy |
5,379
+39
| +0.7% | +$5.45K | 0.06% | 218 |
|
|
2018
Q1 | $819K | Buy |
5,340
+596
| +13% | +$91.4K | 0.07% | 202 |
|
|
2017
Q4 | $728K | Sell |
4,744
-54
| -1% | -$8.29K | 0.06% | 206 |
|
|
2017
Q3 | $696K | Sell |
4,798
-17,634
| -79% | -$2.56M | 0.06% | 204 |
|
|
2017
Q2 | $3.45M | Sell |
22,432
-5,011
| -18% | -$771K | 0.31% | 97 |
|
|
2017
Q1 | $4.78M | Buy |
27,443
+12,928
| +89% | +$2.25M | 0.45% | 64 |
|
|
2016
Q4 | $2.41M | Buy |
+14,515
| New | +$2.41M | 0.29% | 98 |
|
|
2016
Q2 | $1.73M | Buy |
11,406
+1,058
| +10% | +$161K | 0.22% | 128 |
|
|
2016
Q1 | $1.57M | Sell |
10,348
-14,808
| -59% | -$2.24M | 0.21% | 130 |
|
|
2015
Q4 | $3.46M | Buy |
25,156
+17,849
| +244% | +$2.46M | 0.5% | 58 |
|
|
2015
Q3 | $1.39M | Buy |
7,307
+295
| +4% | +$56K | 0.29% | 88 |
|
|
2015
Q2 | $1.27M | Sell |
7,012
-220
| -3% | -$39.9K | 0.28% | 92 |
|
|
2015
Q1 | $1.16M | Buy |
7,232
+5,552
| +330% | +$891K | 0.19% | 135 |
|
|
2014
Q4 | $270K | Sell |
1,680
-5,627
| -77% | -$903K | 0.09% | 171 |
|
|
2014
Q3 | $1.39M | Buy |
7,307
+5,492
| +303% | +$1.04M | 0.28% | 92 |
|
|
2014
Q2 | $329K | Buy |
1,815
+305
| +20% | +$55.3K | 0.13% | 134 |
|
|
2014
Q1 | $291K | Buy |
1,510
+651
| +76% | +$125K | 0.17% | 114 |
|
|
2013
Q4 | $161K | Buy |
+859
| New | +$161K | 0.15% | 111 |
|