MPWT
MassMutual Private Wealth & Trust’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55K | Buy |
23
+5
| +28% | +$771 | ﹤0.01% | 1765 |
|
|
2025
Q1 | $2.47K | Hold |
18
| – | – | ﹤0.01% | 1854 |
|
|
2024
Q4 | $1.9K | Hold |
18
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q3 | $1.7K | Hold |
18
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q2 | $1.46K | Hold |
18
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q1 | $1.51K | Hold |
18
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q4 | $999 | Hold |
18
| – | – | ﹤0.01% | 1682 |
|
|
2023
Q3 | $914 | Sell |
18
-5
| -22% | -$254 | ﹤0.01% | 1714 |
|
|
2023
Q2 | $1.34K | Sell |
23
-26
| -53% | -$1.51K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $2.71K | Buy |
49
+36
| +277% | +$1.99K | ﹤0.01% | 1329 |
|
|
2022
Q4 | $1K | Sell |
13
-26
| -67% | -$2K | ﹤0.01% | 1517 |
|
|
2022
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 1067 |
|
|
2020
Q1 | – | Sell |
-215
| Closed | -$11K | – | 778 |
|
|
2019
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 612 |
|
|
2019
Q3 | $8K | Buy |
+215
| New | +$8K | ﹤0.01% | 628 |
|