MassMutual Private Wealth & Trust’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4K | Buy |
765
+190
| +33% | +$4.06K | ﹤0.01% | 1179 |
|
2025
Q1 | $11K | Buy |
575
+261
| +83% | +$4.99K | ﹤0.01% | 1276 |
|
2024
Q4 | $8.5K | Buy |
314
+79
| +34% | +$2.14K | ﹤0.01% | 1324 |
|
2024
Q3 | $7.45K | Buy |
235
+19
| +9% | +$602 | ﹤0.01% | 1224 |
|
2024
Q2 | $7.86K | Buy |
216
+37
| +21% | +$1.35K | ﹤0.01% | 1165 |
|
2024
Q1 | $6.03K | Hold |
179
| – | – | ﹤0.01% | 1207 |
|
2023
Q4 | $5.75K | Hold |
179
| – | – | ﹤0.01% | 1198 |
|
2023
Q3 | $5.8K | Sell |
179
-1
| -0.6% | -$32 | ﹤0.01% | 1201 |
|
2023
Q2 | $8.12K | Sell |
180
-8
| -4% | -$361 | ﹤0.01% | 1027 |
|
2023
Q1 | $7.97K | Sell |
188
-21
| -10% | -$890 | ﹤0.01% | 1014 |
|
2022
Q4 | $6K | Sell |
209
-26
| -11% | -$746 | ﹤0.01% | 951 |
|
2022
Q3 | $6K | Sell |
235
-2
| -0.8% | -$51 | ﹤0.01% | 897 |
|
2022
Q2 | $5K | Hold |
237
| – | – | ﹤0.01% | 908 |
|
2022
Q1 | $7K | Hold |
237
| – | – | ﹤0.01% | 844 |
|
2021
Q4 | $8K | Hold |
237
| – | – | ﹤0.01% | 794 |
|
2021
Q3 | $5K | Buy |
+237
| New | +$5K | ﹤0.01% | 889 |
|