MPWT
MassMutual Private Wealth & Trust’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
1,100
+157
| +17% | +$24.7K | ﹤0.01% | 465 |
|
|
2025
Q1 | $166K | Sell |
943
-229
| -20% | -$40.4K | ﹤0.01% | 458 |
|
|
2024
Q4 | $230K | Buy |
1,172
+169
| +17% | +$33.2K | 0.01% | 424 |
|
|
2024
Q3 | $238K | Buy |
1,003
+9
| +0.9% | +$2.13K | 0.01% | 379 |
|
|
2024
Q2 | $210K | Buy |
994
+280
| +39% | +$59.2K | 0.01% | 393 |
|
|
2024
Q1 | $181K | Buy |
714
+26
| +4% | +$6.58K | 0.01% | 394 |
|
|
2023
Q4 | $159K | Buy |
688
+121
| +21% | +$28K | 0.01% | 398 |
|
|
2023
Q3 | $112K | Sell |
567
-142
| -20% | -$27.9K | ﹤0.01% | 431 |
|
|
2023
Q2 | $159K | Buy |
709
+97
| +16% | +$21.8K | 0.01% | 378 |
|
|
2023
Q1 | $122K | Buy |
612
+435
| +246% | +$86.5K | ﹤0.01% | 397 |
|
|
2022
Q4 | $36K | Sell |
177
-38
| -18% | -$7.73K | ﹤0.01% | 522 |
|
|
2022
Q3 | $39K | Sell |
215
-85
| -28% | -$15.4K | ﹤0.01% | 493 |
|
|
2022
Q2 | $65K | Buy |
300
+90
| +43% | +$19.5K | ﹤0.01% | 432 |
|
|
2022
Q1 | $49K | Buy |
210
+100
| +91% | +$23.3K | ﹤0.01% | 469 |
|
|
2021
Q4 | $31K | Buy |
110
+12
| +12% | +$3.38K | ﹤0.01% | 537 |
|
|
2021
Q3 | $23K | Sell |
98
-3
| -3% | -$704 | ﹤0.01% | 576 |
|
|
2021
Q2 | $24K | Buy |
101
+82
| +432% | +$19.5K | ﹤0.01% | 555 |
|
|
2021
Q1 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 764 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 779 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 697 |
|
|
2020
Q1 | – | Sell |
-213
| Closed | -$33K | – | 738 |
|
|
2019
Q4 | $33K | Sell |
213
-16
| -7% | -$2.48K | ﹤0.01% | 477 |
|
|
2019
Q3 | $34K | Buy |
229
+10
| +5% | +$1.49K | ﹤0.01% | 465 |
|
|
2019
Q2 | $35K | Buy |
+219
| New | +$35K | ﹤0.01% | 453 |
|
|
2019
Q1 | – | Sell |
-57
| Closed | -$6.62K | – | 922 |
|
|
2018
Q4 | $6.62K | Hold |
57
| – | – | ﹤0.01% | 626 |
|
|
2018
Q3 | $7.4K | Buy |
+57
| New | +$7.4K | ﹤0.01% | 647 |
|
|
2018
Q1 | – | Sell |
-398
| Closed | -$39K | – | 1034 |
|
|
2017
Q4 | $39K | Hold |
398
| – | – | ﹤0.01% | 466 |
|
|
2017
Q3 | $37.8K | Buy |
+398
| New | +$37.8K | ﹤0.01% | 547 |
|
|
2017
Q2 | – | Sell |
-76
| Closed | -$6.12K | – | 1072 |
|
|
2017
Q1 | $6.12K | Hold |
76
| – | – | ﹤0.01% | 782 |
|
|
2016
Q4 | $5.78K | Buy |
+76
| New | +$5.78K | ﹤0.01% | 523 |
|
|
2016
Q2 | $4.96K | Sell |
76
-3,790
| -98% | -$248K | ﹤0.01% | 573 |
|
|
2016
Q1 | $252K | Buy |
3,866
+3,786
| +4,733% | +$246K | 0.03% | 269 |
|
|
2015
Q4 | $5.49K | Buy |
80
+4
| +5% | +$275 | ﹤0.01% | 563 |
|
|
2015
Q3 | $4.24K | Buy |
+76
| New | +$4.24K | ﹤0.01% | 647 |
|
|
2015
Q2 | – | Sell |
-76
| Closed | -$5.09K | – | 827 |
|
|
2015
Q1 | $5.09K | Hold |
76
| – | – | ﹤0.01% | 585 |
|
|
2014
Q4 | $4.47K | Hold |
76
| – | – | ﹤0.01% | 512 |
|
|
2014
Q3 | $4.24K | Buy |
+76
| New | +$4.24K | ﹤0.01% | 625 |
|