MPWT
MassMutual Private Wealth & Trust’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Buy |
512
+45
| +10% | +$3.57K | ﹤0.01% | 850 |
|
|
2025
Q1 | $39.4K | Sell |
467
-43
| -8% | -$3.63K | ﹤0.01% | 799 |
|
|
2024
Q4 | $39.5K | Buy |
510
+45
| +10% | +$3.48K | ﹤0.01% | 810 |
|
|
2024
Q3 | $39.9K | Sell |
465
-3
| -0.6% | -$258 | ﹤0.01% | 721 |
|
|
2024
Q2 | $36.7K | Buy |
468
+74
| +19% | +$5.81K | ﹤0.01% | 706 |
|
|
2024
Q1 | $34K | Buy |
394
+52
| +15% | +$4.49K | ﹤0.01% | 698 |
|
|
2023
Q4 | $26.9K | Sell |
342
-70
| -17% | -$5.51K | ﹤0.01% | 755 |
|
|
2023
Q3 | $29.7K | Buy |
412
+44
| +12% | +$3.17K | ﹤0.01% | 714 |
|
|
2023
Q2 | $27.9K | Buy |
368
+45
| +14% | +$3.41K | ﹤0.01% | 686 |
|
|
2023
Q1 | $24K | Buy |
323
+79
| +32% | +$5.87K | ﹤0.01% | 682 |
|
|
2022
Q4 | $20K | Buy |
244
+2
| +0.8% | +$164 | ﹤0.01% | 638 |
|
|
2022
Q3 | $17K | Buy |
242
+118
| +95% | +$8.29K | ﹤0.01% | 621 |
|
|
2022
Q2 | $8K | Sell |
124
-4
| -3% | -$258 | ﹤0.01% | 774 |
|
|
2022
Q1 | $9K | Buy |
128
+14
| +12% | +$984 | ﹤0.01% | 765 |
|
|
2021
Q4 | $8K | Buy |
114
+18
| +19% | +$1.26K | ﹤0.01% | 795 |
|
|
2021
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 836 |
|
|
2021
Q2 | $6K | Buy |
96
+75
| +357% | +$4.69K | ﹤0.01% | 804 |
|
|
2021
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1015 |
|
|
2020
Q1 | – | Sell |
-412
| Closed | -$23K | – | 774 |
|
|
2019
Q4 | $23K | Buy |
+412
| New | +$23K | ﹤0.01% | 515 |
|
|
2019
Q3 | – | Sell |
-110
| Closed | -$6K | – | 895 |
|
|
2019
Q2 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 643 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$7.06K | – | 1060 |
|
|
2017
Q4 | $7.06K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2017
Q3 | $6.43K | Hold |
100
| – | – | ﹤0.01% | 821 |
|
|
2017
Q2 | $6.41K | Hold |
100
| – | – | ﹤0.01% | 795 |
|
|
2017
Q1 | $6.31K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2016
Q4 | $5.79K | Buy |
+100
| New | +$5.79K | ﹤0.01% | 522 |
|
|
2016
Q2 | $4.11K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2016
Q1 | $3.95K | Buy |
+100
| New | +$3.95K | ﹤0.01% | 659 |
|
|
2015
Q4 | – | Sell |
-174
| Closed | -$9.13K | – | 951 |
|
|
2015
Q3 | $9.13K | Hold |
174
| – | – | ﹤0.01% | 540 |
|
|
2015
Q2 | $8.78K | Hold |
174
| – | – | ﹤0.01% | 510 |
|
|
2015
Q1 | $8.94K | Hold |
174
| – | – | ﹤0.01% | 519 |
|
|
2014
Q4 | $9.04K | Hold |
174
| – | – | ﹤0.01% | 426 |
|
|
2014
Q3 | $9.13K | Hold |
174
| – | – | ﹤0.01% | 531 |
|
|
2014
Q2 | $8.78K | Hold |
174
| – | – | ﹤0.01% | 371 |
|
|
2014
Q1 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 356 |
|