MPWT
MassMutual Private Wealth & Trust’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
4,117
+190
| +5% | +$41.5K | 0.02% | 255 |
|
|
2025
Q1 | $958K | Buy |
3,927
+125
| +3% | +$30.5K | 0.03% | 250 |
|
|
2024
Q4 | $808K | Buy |
3,802
+1,070
| +39% | +$227K | 0.02% | 266 |
|
|
2024
Q3 | $609K | Sell |
2,732
-667
| -20% | -$149K | 0.02% | 289 |
|
|
2024
Q2 | $716K | Buy |
3,399
+751
| +28% | +$158K | 0.02% | 269 |
|
|
2024
Q1 | $545K | Buy |
2,648
+840
| +46% | +$173K | 0.02% | 288 |
|
|
2023
Q4 | $343K | Buy |
1,808
+56
| +3% | +$10.6K | 0.01% | 316 |
|
|
2023
Q3 | $333K | Buy |
1,752
+180
| +11% | +$34.3K | 0.01% | 325 |
|
|
2023
Q2 | $296K | Buy |
1,572
+159
| +11% | +$29.9K | 0.01% | 330 |
|
|
2023
Q1 | $235K | Buy |
1,413
+171
| +14% | +$28.5K | 0.01% | 339 |
|
|
2022
Q4 | $206K | Buy |
1,242
+128
| +11% | +$21.2K | 0.01% | 346 |
|
|
2022
Q3 | $166K | Buy |
1,114
+149
| +15% | +$22.2K | 0.01% | 345 |
|
|
2022
Q2 | $150K | Buy |
965
+4
| +0.4% | +$622 | 0.01% | 350 |
|
|
2022
Q1 | $164K | Sell |
961
-117
| -11% | -$20K | 0.01% | 348 |
|
|
2021
Q4 | $187K | Sell |
1,078
-31
| -3% | -$5.38K | 0.01% | 347 |
|
|
2021
Q3 | $168K | Sell |
1,109
-63
| -5% | -$9.54K | 0.01% | 344 |
|
|
2021
Q2 | $165K | Sell |
1,172
-4
| -0.3% | -$563 | 0.01% | 350 |
|
|
2021
Q1 | $143K | Sell |
1,176
-16
| -1% | -$1.95K | 0.01% | 357 |
|
|
2020
Q4 | $139K | Sell |
1,192
-101
| -8% | -$11.8K | 0.01% | 363 |
|
|
2020
Q3 | $148K | Buy |
1,293
+60
| +5% | +$6.87K | 0.01% | 350 |
|
|
2020
Q2 | $132K | Buy |
1,233
+9
| +0.7% | +$964 | 0.01% | 347 |
|
|
2020
Q1 | $106K | Sell |
1,224
-266
| -18% | -$23K | 0.01% | 334 |
|
|
2019
Q4 | $166K | Sell |
1,490
-58
| -4% | -$6.46K | 0.01% | 361 |
|
|
2019
Q3 | $155K | Sell |
1,548
-133
| -8% | -$13.3K | 0.01% | 358 |
|
|
2019
Q2 | $168K | Sell |
1,681
-100
| -6% | -$9.99K | 0.01% | 350 |
|
|
2019
Q1 | $167K | Sell |
1,781
-13
| -0.7% | -$1.22K | 0.01% | 354 |
|
|
2018
Q4 | $143K | Sell |
1,794
-66
| -4% | -$5.26K | 0.01% | 344 |
|
|
2018
Q3 | $154K | Sell |
1,860
-72
| -4% | -$5.96K | 0.01% | 355 |
|
|
2018
Q2 | $158K | Sell |
1,932
-62
| -3% | -$5.08K | 0.01% | 348 |
|
|
2018
Q1 | $165K | Sell |
1,994
-380
| -16% | -$31.4K | 0.01% | 346 |
|
|
2017
Q4 | $193K | Sell |
2,374
-74
| -3% | -$6.02K | 0.02% | 346 |
|
|
2017
Q3 | $205K | Sell |
2,448
-2,137
| -47% | -$179K | 0.02% | 347 |
|
|
2017
Q2 | $357K | Sell |
4,585
-126
| -3% | -$9.82K | 0.03% | 259 |
|
|
2017
Q1 | $348K | Sell |
4,711
-100
| -2% | -$7.39K | 0.03% | 266 |
|
|
2016
Q4 | $325K | Buy |
+4,811
| New | +$325K | 0.04% | 230 |
|
|
2016
Q2 | $380K | Sell |
5,544
-11,458
| -67% | -$784K | 0.05% | 237 |
|
|
2016
Q1 | $1.03M | Buy |
17,002
+248
| +1% | +$15.1K | 0.14% | 166 |
|
|
2015
Q4 | $929K | Buy |
16,754
+1,238
| +8% | +$68.6K | 0.13% | 160 |
|
|
2015
Q3 | $812K | Buy |
15,516
+51
| +0.3% | +$2.67K | 0.17% | 137 |
|
|
2015
Q2 | $801K | Sell |
15,465
-1,035
| -6% | -$53.6K | 0.18% | 133 |
|
|
2015
Q1 | $925K | Buy |
+16,500
| New | +$925K | 0.15% | 155 |
|
|
2014
Q4 | – | Sell |
-15,516
| Closed | -$812K | – | 725 |
|
|
2014
Q3 | $812K | Buy |
+15,516
| New | +$812K | 0.16% | 137 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 627 |
|
|
2014
Q1 | – | Sell |
-47
| Closed | -$2.27K | – | 628 |
|
|
2013
Q4 | $2.27K | Buy |
+47
| New | +$2.27K | ﹤0.01% | 421 |
|