MPWT
MassMutual Private Wealth & Trust’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
20,579
+7,933
| +63% | +$4.18M | 0.29% | 79 |
|
|
2025
Q1 | $6.43M | Sell |
12,646
-1,296
| -9% | -$658K | 0.19% | 112 |
|
|
2024
Q4 | $6.94M | Sell |
13,942
-292
| -2% | -$145K | 0.19% | 109 |
|
|
2024
Q3 | $7.35M | Buy |
14,234
+276
| +2% | +$143K | 0.21% | 107 |
|
|
2024
Q2 | $6.23M | Buy |
13,958
+426
| +3% | +$190K | 0.19% | 112 |
|
|
2024
Q1 | $5.76M | Buy |
13,532
+120
| +0.9% | +$51.1K | 0.18% | 117 |
|
|
2023
Q4 | $5.91M | Buy |
13,412
+822
| +7% | +$362K | 0.2% | 112 |
|
|
2023
Q3 | $4.6M | Sell |
12,590
-150
| -1% | -$54.8K | 0.17% | 121 |
|
|
2023
Q2 | $5.11M | Sell |
12,740
-114
| -0.9% | -$45.7K | 0.18% | 117 |
|
|
2023
Q1 | $4.43M | Sell |
12,854
-28
| -0.2% | -$9.65K | 0.17% | 126 |
|
|
2022
Q4 | $4.32M | Buy |
12,882
+15
| +0.1% | +$5.02K | 0.18% | 132 |
|
|
2022
Q3 | $3.93M | Buy |
12,867
+3,698
| +40% | +$1.13M | 0.18% | 130 |
|
|
2022
Q2 | $3.09M | Buy |
9,169
+492
| +6% | +$166K | 0.13% | 149 |
|
|
2022
Q1 | $3.56M | Hold |
8,677
| – | – | 0.13% | 145 |
|
|
2021
Q4 | $4.1M | Sell |
8,677
-98
| -1% | -$46.3K | 0.15% | 144 |
|
|
2021
Q3 | $3.73M | Sell |
8,775
-82
| -0.9% | -$34.8K | 0.15% | 137 |
|
|
2021
Q2 | $3.64M | Buy |
8,857
+6,400
| +260% | +$2.63M | 0.15% | 141 |
|
|
2021
Q1 | $867K | Sell |
2,457
-636
| -21% | -$224K | 0.04% | 234 |
|
|
2020
Q4 | $1.02M | Sell |
3,093
-42
| -1% | -$13.8K | 0.05% | 210 |
|
|
2020
Q3 | $1.13M | Sell |
3,135
-6,677
| -68% | -$2.41M | 0.07% | 192 |
|
|
2020
Q2 | $3.23M | Sell |
9,812
-1,647
| -14% | -$543K | 0.21% | 126 |
|
|
2020
Q1 | $2.81M | Buy |
11,459
+70
| +0.6% | +$17.2K | 0.22% | 117 |
|
|
2019
Q4 | $3.11M | Sell |
11,389
-2,289
| -17% | -$625K | 0.19% | 134 |
|
|
2019
Q3 | $3.35M | Sell |
13,678
-1,593
| -10% | -$390K | 0.22% | 124 |
|
|
2019
Q2 | $3.48M | Buy |
15,271
+1,389
| +10% | +$316K | 0.24% | 113 |
|
|
2019
Q1 | $2.92M | Buy |
13,882
+412
| +3% | +$86.7K | 0.21% | 124 |
|
|
2018
Q4 | $2.29M | Buy |
13,470
+529
| +4% | +$89.9K | 0.2% | 123 |
|
|
2018
Q3 | $2.53M | Buy |
12,941
+591
| +5% | +$115K | 0.19% | 126 |
|
|
2018
Q2 | $2.52M | Sell |
12,350
-2,096
| -15% | -$427K | 0.2% | 123 |
|
|
2018
Q1 | $2.76M | Sell |
14,446
-148
| -1% | -$28.3K | 0.23% | 110 |
|
|
2017
Q4 | $2.47M | Buy |
14,594
+99
| +0.7% | +$16.8K | 0.2% | 121 |
|
|
2017
Q3 | $2.27M | Buy |
14,495
+4,152
| +40% | +$649K | 0.19% | 130 |
|
|
2017
Q2 | $1.51M | Sell |
10,343
-890
| -8% | -$130K | 0.13% | 153 |
|
|
2017
Q1 | $1.47M | Buy |
11,233
+3,354
| +43% | +$439K | 0.14% | 155 |
|
|
2016
Q4 | $847K | Buy |
+7,879
| New | +$847K | 0.1% | 165 |
|
|
2016
Q2 | $644 | Buy |
+6
| New | +$644 | ﹤0.01% | 719 |
|