MPWT
MassMutual Private Wealth & Trust’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
1,272
-400
| -24% | -$42.2K | ﹤0.01% | 522 |
|
|
2025
Q1 | $172K | Sell |
1,672
-174
| -9% | -$17.9K | 0.01% | 451 |
|
|
2024
Q4 | $201K | Buy |
1,846
+62
| +3% | +$6.75K | 0.01% | 454 |
|
|
2024
Q3 | $256K | Buy |
1,784
+403
| +29% | +$57.8K | 0.01% | 373 |
|
|
2024
Q2 | $152K | Buy |
1,381
+124
| +10% | +$13.7K | ﹤0.01% | 435 |
|
|
2024
Q1 | $152K | Sell |
1,257
-25
| -2% | -$3.02K | ﹤0.01% | 418 |
|
|
2023
Q4 | $132K | Sell |
1,282
-74
| -5% | -$7.64K | ﹤0.01% | 421 |
|
|
2023
Q3 | $100K | Buy |
1,356
+34
| +3% | +$2.52K | ﹤0.01% | 454 |
|
|
2023
Q2 | $103K | Buy |
1,322
+150
| +13% | +$11.7K | ﹤0.01% | 437 |
|
|
2023
Q1 | $68.3K | Buy |
1,172
+203
| +21% | +$11.8K | ﹤0.01% | 474 |
|
|
2022
Q4 | $44K | Buy |
969
+62
| +7% | +$2.82K | ﹤0.01% | 502 |
|
|
2022
Q3 | $34K | Sell |
907
-175
| -16% | -$6.56K | ﹤0.01% | 512 |
|
|
2022
Q2 | $43K | Buy |
1,082
+154
| +17% | +$6.12K | ﹤0.01% | 482 |
|
|
2022
Q1 | $39K | Buy |
928
+705
| +316% | +$29.6K | ﹤0.01% | 497 |
|
|
2021
Q4 | $13K | Buy |
223
+180
| +419% | +$10.5K | ﹤0.01% | 680 |
|
|
2021
Q3 | $2K | Sell |
43
-54
| -56% | -$2.51K | ﹤0.01% | 1078 |
|
|
2021
Q2 | $5K | Buy |
97
+54
| +126% | +$2.78K | ﹤0.01% | 852 |
|
|
2021
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 884 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$12K | – | 926 |
|
|
2020
Q3 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 557 |
|
|
2020
Q2 | – | Sell |
-1,700
| Closed | -$38K | – | 794 |
|
|
2020
Q1 | $38K | Hold |
1,700
| – | – | ﹤0.01% | 393 |
|
|
2019
Q4 | $66K | Sell |
1,700
-74
| -4% | -$2.87K | ﹤0.01% | 414 |
|
|
2019
Q3 | $65K | Buy |
1,774
+74
| +4% | +$2.71K | ﹤0.01% | 407 |
|
|
2019
Q2 | $54K | Hold |
1,700
| – | – | ﹤0.01% | 418 |
|
|
2019
Q1 | $47.5K | Hold |
1,700
| – | – | ﹤0.01% | 428 |
|
|
2018
Q4 | $44.2K | Sell |
1,700
-1,361
| -44% | -$35.4K | ﹤0.01% | 421 |
|
|
2018
Q3 | $75.8K | Hold |
3,061
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $88K | Hold |
3,061
| – | – | 0.01% | 385 |
|
|
2018
Q1 | $90.3K | Sell |
3,061
-2
| -0.1% | -$59 | 0.01% | 377 |
|
|
2017
Q4 | $102K | Hold |
3,063
| – | – | 0.01% | 390 |
|
|
2017
Q3 | $83.7K | Buy |
3,063
+1,361
| +80% | +$37.2K | 0.01% | 434 |
|
|
2017
Q2 | $41.8K | Hold |
1,702
| – | – | ﹤0.01% | 502 |
|
|
2017
Q1 | $40.1K | Hold |
1,702
| – | – | ﹤0.01% | 502 |
|
|
2016
Q4 | $31.3K | Buy |
+1,702
| New | +$31.3K | ﹤0.01% | 388 |
|
|
2016
Q2 | $34.9K | Sell |
1,792
-410
| -19% | -$7.99K | ﹤0.01% | 423 |
|
|
2016
Q1 | $41.2K | Hold |
2,202
| – | – | 0.01% | 378 |
|
|
2015
Q4 | $39.2K | Hold |
2,202
| – | – | 0.01% | 379 |
|
|
2015
Q3 | $38.9K | Hold |
2,202
| – | – | 0.01% | 397 |
|
|
2015
Q2 | $44.4K | Hold |
2,202
| – | – | 0.01% | 368 |
|
|
2015
Q1 | $49K | Buy |
2,202
+2
| +0.1% | +$44 | 0.01% | 360 |
|
|
2014
Q4 | $47.2K | Sell |
2,200
-2
| -0.1% | -$43 | 0.02% | 262 |
|
|
2014
Q3 | $38.9K | Buy |
2,202
+2
| +0.1% | +$35 | 0.01% | 388 |
|
|
2014
Q2 | $44.4K | Hold |
2,200
| – | – | 0.02% | 231 |
|
|
2014
Q1 | $42.2K | Buy |
+2,200
| New | +$42.2K | 0.02% | 212 |
|