MPWT
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MassMutual Private Wealth & Trust’s Primerica PRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
84
-1
-1% -$274 ﹤0.01% 1054
2025
Q1
$24.2K Hold
85
﹤0.01% 957
2024
Q4
$23.1K Buy
85
+1
+1% +$271 ﹤0.01% 961
2024
Q3
$22.3K Buy
84
+2
+2% +$530 ﹤0.01% 872
2024
Q2
$19.4K Sell
82
-10
-11% -$2.37K ﹤0.01% 871
2024
Q1
$23.3K Sell
92
-1
-1% -$253 ﹤0.01% 791
2023
Q4
$19.1K Sell
93
-1
-1% -$206 ﹤0.01% 827
2023
Q3
$18.2K Sell
94
-14
-13% -$2.72K ﹤0.01% 828
2023
Q2
$21.4K Buy
108
+21
+24% +$4.15K ﹤0.01% 745
2023
Q1
$15K Buy
87
+43
+98% +$7.41K ﹤0.01% 811
2022
Q4
$6K Sell
44
-3
-6% -$409 ﹤0.01% 953
2022
Q3
$6K Sell
47
-9
-16% -$1.15K ﹤0.01% 898
2022
Q2
$7K Buy
56
+51
+1,020% +$6.38K ﹤0.01% 804
2022
Q1
$1K Buy
+5
New +$1K ﹤0.01% 1398
2021
Q3
Sell
-11
Closed -$2K 1319
2021
Q2
$2K Buy
+11
New +$2K ﹤0.01% 1044
2019
Q1
Sell
-18
Closed -$1.76K 955
2018
Q4
$1.76K Hold
18
﹤0.01% 850
2018
Q3
$2.17K Hold
18
﹤0.01% 819
2018
Q2
$1.79K Hold
18
﹤0.01% 898
2018
Q1
$1.74K Buy
+18
New +$1.74K ﹤0.01% 847
2017
Q1
Hold
0
1112
2016
Q4
Hold
0
746
2016
Q2
Sell
-472
Closed -$21K 972
2016
Q1
$21K Buy
+472
New +$21K ﹤0.01% 447