MassMutual Private Wealth & Trust’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.6K | Buy |
725
+24
| +3% | +$1.55K | ﹤0.01% | 774 |
|
|
2026
Q1 | $38.2K | Buy |
701
+9
| +1% | +$564 | ﹤0.01% | 851 |
|
|
2025
Q4 | $43.8K | Sell |
692
-28
| -4% | -$1.84K | ﹤0.01% | 838 |
|
|
2025
Q3 | $41.9K | Sell |
720
-73
| -9% | -$3.94K | ﹤0.01% | 857 |
|
|
2025
Q2 | $32.2K | Sell |
793
-421
| -35% | -$15.9K | ﹤0.01% | 924 |
|
|
2025
Q1 | $49.7K | Buy |
1,214
+797
| +191% | +$37.9K | ﹤0.01% | 734 |
|
|
2024
Q4 | $24K | Sell |
417
-564
| -57% | -$39.2K | ﹤0.01% | 947 |
|
|
2024
Q3 | $81.7K | Sell |
981
-1,255
| -56% | -$102K | ﹤0.01% | 566 |
|
|
2024
Q2 | $175K | Sell |
2,236
-949
| -30% | -$80.4K | 0.01% | 420 |
|
|
2024
Q1 | $319K | Buy |
3,185
+82
| +3% | +$7.53K | 0.01% | 332 |
|
|
2023
Q4 | $294K | Sell |
3,103
-268
| -8% | -$24.6K | 0.01% | 335 |
|
|
2023
Q3 | $351K | Sell |
3,371
-61
| -2% | -$7.25K | 0.01% | 320 |
|
|
2023
Q2 | $415K | Sell |
3,432
-103
| -3% | -$11.4K | 0.01% | 298 |
|
|
2023
Q1 | $391K | Sell |
3,535
-38
| -1% | -$4.21K | 0.01% | 295 |
|
|
2022
Q4 | $361K | Buy |
3,573
+67
| +2% | +$6.98K | 0.01% | 301 |
|
|
2022
Q3 | $335K | Buy |
3,506
+21
| +0.6% | +$2.35K | 0.02% | 289 |
|
|
2022
Q2 | $346K | Buy |
3,485
+13
| +0.4% | +$1.35K | 0.02% | 294 |
|
|
2022
Q1 | $366K | Buy |
3,472
+19
| +0.6% | +$2.17K | 0.01% | 306 |
|
|
2021
Q4 | $380K | Sell |
3,453
-53
| -2% | -$6.24K | 0.01% | 316 |
|
|
2021
Q3 | $420K | Sell |
3,506
-41
| -1% | -$5.21K | 0.02% | 296 |
|
|
2021
Q2 | $486K | Buy |
3,547
+8
| +0.2% | +$1.08K | 0.02% | 290 |
|
|
2021
Q1 | $472K | Sell |
3,539
-122
| -3% | -$14.9K | 0.02% | 286 |
|
|
2020
Q4 | $349K | Sell |
3,661
-335
| -8% | -$32.1K | 0.02% | 309 |
|
|
2020
Q3 | $377K | Sell |
3,996
-42
| -1% | -$4.13K | 0.02% | 288 |
|
|
2020
Q2 | $374K | Sell |
4,038
-111
| -3% | -$8.46K | 0.02% | 278 |
|
|
2020
Q1 | $200K | Sell |
4,149
-192
| -4% | -$15.8K | 0.02% | 300 |
|
|
2019
Q4 | $441K | Sell |
4,341
-162
| -4% | -$15.7K | 0.03% | 286 |
|
|
2019
Q3 | $396K | Sell |
4,503
-35
| -0.8% | -$3.04K | 0.03% | 291 |
|
|
2019
Q2 | $414K | Sell |
4,538
-290
| -6% | -$26.4K | 0.03% | 283 |
|
|
2019
Q1 | $408K | Buy |
4,828
+242
| +5% | +$20.5K | 0.03% | 289 |
|
|
2018
Q4 | $352K | Sell |
4,586
-305
| -6% | -$27.4K | 0.03% | 273 |
|
|
2018
Q3 | $494K | Sell |
4,891
-186
| -4% | -$20.8K | 0.04% | 259 |
|
|
2018
Q2 | $620K | Buy |
5,077
+31
| +0.6% | +$3.63K | 0.05% | 223 |
|
|
2018
Q1 | $578K | Sell |
5,046
-128
| -2% | -$15.4K | 0.05% | 224 |
|
|
2017
Q4 | $642K | Sell |
5,174
-593
| -10% | -$70.4K | 0.05% | 218 |
|
|
2017
Q3 | $603K | Sell |
5,767
-214
| -4% | -$20.3K | 0.05% | 214 |
|
|
2017
Q2 | $552K | Sell |
5,981
-150
| -2% | -$12.9K | 0.05% | 213 |
|
|
2017
Q1 | $514K | Sell |
6,131
-20
| -0.3% | -$1.72K | 0.05% | 220 |
|
|
2016
Q4 | $507K | Buy |
+6,151
| New | +$502K | 0.06% | 192 |
|
|
2016
Q2 | $530K | Sell |
6,480
-500
| -7% | -$44.3K | 0.07% | 218 |
|
|
2016
Q1 | $687K | Buy |
6,980
+565
| +9% | +$49K | 0.09% | 194 |
|
|
2015
Q4 | $551K | Buy |
6,415
+1,880
| +41% | +$199K | 0.08% | 207 |
|
|
2015
Q3 | $679K | Buy |
4,535
+1,090
| +32% | +$148K | 0.14% | 155 |
|
|
2015
Q2 | $449K | Sell |
3,445
-2,345
| -41% | -$337K | 0.1% | 182 |
|
|
2015
Q1 | $817K | Buy |
5,790
+430
| +8% | +$63.4K | 0.13% | 167 |
|
|
2014
Q4 | $811K | Buy |
5,360
+825
| +18% | +$124K | 0.26% | 103 |
|
|
2014
Q3 | $679K | Buy |
4,535
+1,140
| +34% | +$165K | 0.14% | 153 |
|
|
2014
Q2 | $442K | Buy |
3,395
+1,480
| +77% | +$196K | 0.17% | 114 |
|
|
2014
Q1 | $268K | Buy |
1,915
+1,035
| +118% | +$140K | 0.16% | 119 |
|
|
2013
Q4 | $128K | Buy |
+880
| New | +$118K | 0.12% | 128 |
|
Other funds holding PII
MPPW
FCBT
IRC
GI
NWM
NFG
WC
KIG