MPWT
MassMutual Private Wealth & Trust’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Sell |
79
-21
| -21% | -$7.87K | ﹤0.01% | 949 |
|
|
2025
Q1 | $32.7K | Buy |
100
+39
| +64% | +$12.8K | ﹤0.01% | 855 |
|
|
2024
Q4 | $19.9K | Buy |
61
+40
| +190% | +$13.1K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $4.89K | Hold |
21
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q2 | $5.87K | Buy |
21
+2
| +11% | +$559 | ﹤0.01% | 1264 |
|
|
2024
Q1 | $5.02K | Sell |
19
-4
| -17% | -$1.06K | ﹤0.01% | 1276 |
|
|
2023
Q4 | $5.24K | Sell |
23
-27
| -54% | -$6.15K | ﹤0.01% | 1231 |
|
|
2023
Q3 | $11.9K | Buy |
50
+41
| +456% | +$9.74K | ﹤0.01% | 946 |
|
|
2023
Q2 | $1.96K | Buy |
+9
| New | +$1.96K | ﹤0.01% | 1474 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$3K | – | 1764 |
|
|
2022
Q3 | $3K | Buy |
13
+2
| +18% | +$462 | ﹤0.01% | 1103 |
|
|
2022
Q2 | $2K | Sell |
11
-6
| -35% | -$1.09K | ﹤0.01% | 1163 |
|
|
2022
Q1 | $3K | Buy |
17
+5
| +42% | +$882 | ﹤0.01% | 1061 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 1107 |
|
|
2021
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1026 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$1K | – | 786 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 699 |
|