MassMutual Private Wealth & Trust’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
822
+572
| +229% | +$16.7K | ﹤0.01% | 1035 |
|
|
2025
Q1 | $6.32K | Buy |
250
+95
| +61% | +$2.4K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $4.39K | Sell |
155
-54
| -26% | -$1.53K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $6.96K | Sell |
209
-170
| -45% | -$5.66K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $11.4K | Buy |
379
+29
| +8% | +$871 | ﹤0.01% | 1050 |
|
|
2024
Q1 | $13.6K | Sell |
350
-6
| -2% | -$233 | ﹤0.01% | 943 |
|
|
2023
Q4 | $15K | Sell |
356
-101
| -22% | -$4.24K | ﹤0.01% | 887 |
|
|
2023
Q3 | $16K | Sell |
457
-27
| -6% | -$948 | ﹤0.01% | 862 |
|
|
2023
Q2 | $20.1K | Buy |
484
+3
| +0.6% | +$125 | ﹤0.01% | 763 |
|
|
2023
Q1 | $18.5K | Buy |
481
+95
| +25% | +$3.66K | ﹤0.01% | 751 |
|
|
2022
Q4 | $11K | Buy |
386
+319
| +476% | +$9.09K | ﹤0.01% | 784 |
|
|
2022
Q3 | $2K | Sell |
67
-179
| -73% | -$5.34K | ﹤0.01% | 1261 |
|
|
2022
Q2 | $9K | Buy |
246
+211
| +603% | +$7.72K | ﹤0.01% | 746 |
|
|
2022
Q1 | $1K | Sell |
35
-25
| -42% | -$714 | ﹤0.01% | 1381 |
|
|
2021
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 990 |
|
|
2021
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 948 |
|