MPWT
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MassMutual Private Wealth & Trust’s Maximus MMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.92K Hold
127
﹤0.01% 1405
2025
Q1
$8.66K Buy
127
+13
+11% +$886 ﹤0.01% 1357
2024
Q4
$8.51K Hold
114
﹤0.01% 1323
2024
Q3
$10.6K Buy
114
+27
+31% +$2.52K ﹤0.01% 1115
2024
Q2
$7.46K Sell
87
-2
-2% -$171 ﹤0.01% 1181
2024
Q1
$7.47K Buy
89
+2
+2% +$168 ﹤0.01% 1123
2023
Q4
$7.3K Sell
87
-2
-2% -$168 ﹤0.01% 1118
2023
Q3
$6.65K Sell
89
-13
-13% -$971 ﹤0.01% 1151
2023
Q2
$8.62K Sell
102
-96
-48% -$8.11K ﹤0.01% 1007
2023
Q1
$15.6K Buy
198
+113
+133% +$8.89K ﹤0.01% 803
2022
Q4
$6K Sell
85
-46
-35% -$3.25K ﹤0.01% 946
2022
Q3
$8K Buy
131
+121
+1,210% +$7.39K ﹤0.01% 813
2022
Q2
$1K Sell
10
-85
-89% -$8.5K ﹤0.01% 1351
2022
Q1
$7K Buy
+95
New +$7K ﹤0.01% 841
2017
Q2
Sell
-4,708
Closed -$293K 1078
2017
Q1
$293K Sell
4,708
-253
-5% -$15.7K 0.03% 289
2016
Q4
$277K Buy
+4,961
New +$277K 0.03% 248
2016
Q2
$219K Buy
3,958
+79
+2% +$4.37K 0.03% 306
2016
Q1
$204K Buy
3,879
+134
+4% +$7.05K 0.03% 292
2015
Q4
$211K Buy
+3,745
New +$211K 0.03% 272
2015
Q2
Sell
-4,598
Closed -$307K 842
2015
Q1
$307K Buy
+4,598
New +$307K 0.05% 231