MPWT
MassMutual Private Wealth & Trust’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Buy |
466
+135
| +41% | +$14K | ﹤0.01% | 794 |
|
|
2025
Q1 | $31.2K | Buy |
331
+183
| +124% | +$17.3K | ﹤0.01% | 869 |
|
|
2024
Q4 | $15.7K | Buy |
148
+43
| +41% | +$4.56K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $9.86K | Sell |
105
-72
| -41% | -$6.76K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $14.9K | Buy |
177
+72
| +69% | +$6.06K | ﹤0.01% | 943 |
|
|
2024
Q1 | $8.21K | Sell |
105
-48
| -31% | -$3.75K | ﹤0.01% | 1097 |
|
|
2023
Q4 | $10.6K | Buy |
153
+32
| +26% | +$2.21K | ﹤0.01% | 995 |
|
|
2023
Q3 | $7.43K | Buy |
121
+43
| +55% | +$2.64K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $4.65K | Buy |
78
+51
| +189% | +$3.04K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $1.6K | Buy |
27
+9
| +50% | +$532 | ﹤0.01% | 1478 |
|
|
2022
Q4 | $1K | Sell |
18
-41
| -69% | -$2.28K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $3K | Buy |
59
+22
| +59% | +$1.12K | ﹤0.01% | 1133 |
|
|
2022
Q2 | $2K | Buy |
37
+27
| +270% | +$1.46K | ﹤0.01% | 1195 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1411 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$4.23K | – | 971 |
|
|
2018
Q4 | $4.23K | Buy |
102
+32
| +46% | +$1.33K | ﹤0.01% | 692 |
|
|
2018
Q3 | $3.59K | Hold |
70
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $3.66K | Hold |
70
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $4.15K | Buy |
70
+34
| +94% | +$2.01K | ﹤0.01% | 739 |
|
|
2017
Q4 | $2.14K | Buy |
+36
| New | +$2.14K | ﹤0.01% | 759 |
|