MPWT
MassMutual Private Wealth & Trust’s Moelis & Co MC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.7K | Sell |
540
-104
| -16% | -$6.48K | ﹤0.01% | 901 |
|
2025
Q1 | $37.6K | Buy |
644
+605
| +1,551% | +$35.3K | ﹤0.01% | 817 |
|
2024
Q4 | $2.88K | Hold |
39
| – | – | ﹤0.01% | 1724 |
|
2024
Q3 | $2.67K | Hold |
39
| – | – | ﹤0.01% | 1570 |
|
2024
Q2 | $2.22K | Sell |
39
-1
| -3% | -$57 | ﹤0.01% | 1598 |
|
2024
Q1 | $2.27K | Buy |
40
+30
| +300% | +$1.7K | ﹤0.01% | 1502 |
|
2023
Q4 | $561 | Buy |
10
+6
| +150% | +$337 | ﹤0.01% | 1795 |
|
2023
Q3 | $181 | Hold |
4
| – | – | ﹤0.01% | 1930 |
|
2023
Q2 | $181 | Buy |
+4
| New | +$181 | ﹤0.01% | 1876 |
|
2015
Q2 | – | Hold |
0
| – | – | – | 839 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 803 |
|