MPWT
MassMutual Private Wealth & Trust’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9K | Buy |
50
+6
| +14% | +$2.03K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $12.9K | Buy |
44
+14
| +47% | +$4.11K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $10.7K | Buy |
30
+5
| +20% | +$1.79K | ﹤0.01% | 1232 |
|
|
2024
Q3 | $7.94K | Sell |
25
-8
| -24% | -$2.54K | ﹤0.01% | 1199 |
|
|
2024
Q2 | $8.33K | Buy |
33
+21
| +175% | +$5.3K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $3.61K | Sell |
12
-1
| -8% | -$301 | ﹤0.01% | 1365 |
|
|
2023
Q4 | $4.28K | Buy |
13
+9
| +225% | +$2.96K | ﹤0.01% | 1282 |
|
|
2023
Q3 | $1.18K | Buy |
4
+1
| +33% | +$295 | ﹤0.01% | 1643 |
|
|
2023
Q2 | $912 | Sell |
3
-6
| -67% | -$1.82K | ﹤0.01% | 1680 |
|
|
2023
Q1 | $2.06K | Buy |
9
+8
| +800% | +$1.83K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1756 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1728 |
|
|
2022
Q2 | $1K | Sell |
2
-9
| -82% | -$4.5K | ﹤0.01% | 1339 |
|
|
2022
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 1059 |
|
|
2018
Q4 | – | Sell |
-170
| Closed | -$13.9K | – | 1015 |
|
|
2018
Q3 | $13.9K | Hold |
170
| – | – | ﹤0.01% | 561 |
|
|
2018
Q2 | $16.1K | Hold |
170
| – | – | ﹤0.01% | 536 |
|
|
2018
Q1 | $17.1K | Buy |
+170
| New | +$17.1K | ﹤0.01% | 529 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1090 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 730 |
|
|
2016
Q2 | $269K | Buy |
3,791
+1,404
| +59% | +$99.8K | 0.03% | 272 |
|
|
2016
Q1 | $208K | Buy |
2,387
+84
| +4% | +$7.34K | 0.03% | 289 |
|
|
2015
Q4 | $246K | Sell |
2,303
-63
| -3% | -$6.72K | 0.04% | 254 |
|
|
2015
Q3 | $179K | Buy |
2,366
+46
| +2% | +$3.48K | 0.04% | 269 |
|
|
2015
Q2 | $218K | Sell |
2,320
-435
| -16% | -$40.9K | 0.05% | 255 |
|
|
2015
Q1 | $274K | Buy |
+2,755
| New | +$274K | 0.05% | 241 |
|
|
2014
Q4 | – | Sell |
-2,366
| Closed | -$179K | – | 713 |
|
|
2014
Q3 | $179K | Buy |
+2,366
| New | +$179K | 0.04% | 266 |
|