MPWT
MassMutual Private Wealth & Trust’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
63,526
+1,243
| +2% | +$53.4K | 0.07% | 177 |
|
|
2025
Q1 | $2.56M | Sell |
62,283
-1,544
| -2% | -$63.5K | 0.07% | 179 |
|
|
2024
Q4 | $2.77M | Sell |
63,827
-1,591
| -2% | -$69K | 0.08% | 174 |
|
|
2024
Q3 | $2.8M | Sell |
65,418
-5,770
| -8% | -$247K | 0.08% | 177 |
|
|
2024
Q2 | $2.77M | Buy |
71,188
+6,544
| +10% | +$254K | 0.08% | 172 |
|
|
2024
Q1 | $2.52M | Sell |
64,644
-87,268
| -57% | -$3.4M | 0.08% | 175 |
|
|
2023
Q4 | $5.61M | Sell |
151,912
-21,604
| -12% | -$798K | 0.19% | 115 |
|
|
2023
Q3 | $4.96M | Sell |
173,516
-1,485
| -0.8% | -$42.5K | 0.18% | 115 |
|
|
2023
Q2 | $5.31M | Buy |
175,001
+14,342
| +9% | +$435K | 0.19% | 114 |
|
|
2023
Q1 | $5.48M | Buy |
160,659
+20,076
| +14% | +$685K | 0.21% | 115 |
|
|
2022
Q4 | $6.05M | Buy |
140,583
+8,418
| +6% | +$362K | 0.25% | 104 |
|
|
2022
Q3 | $5.75M | Buy |
132,165
+23,507
| +22% | +$1.02M | 0.26% | 108 |
|
|
2022
Q2 | $5.15M | Buy |
108,658
+55,545
| +105% | +$2.63M | 0.22% | 117 |
|
|
2022
Q1 | $3.01M | Buy |
53,113
+9,970
| +23% | +$565K | 0.11% | 157 |
|
|
2021
Q4 | $2.53M | Buy |
43,143
+5,162
| +14% | +$302K | 0.09% | 171 |
|
|
2021
Q3 | $2.23M | Buy |
37,981
+4,519
| +14% | +$265K | 0.09% | 170 |
|
|
2021
Q2 | $1.86M | Buy |
33,462
+2,874
| +9% | +$159K | 0.08% | 179 |
|
|
2021
Q1 | $1.78M | Sell |
30,588
-1,192
| -4% | -$69.5K | 0.08% | 175 |
|
|
2020
Q4 | $1.52M | Buy |
31,780
+7,501
| +31% | +$359K | 0.08% | 176 |
|
|
2020
Q3 | $924K | Buy |
24,279
+7,078
| +41% | +$269K | 0.05% | 211 |
|
|
2020
Q2 | $646K | Buy |
17,201
+2,123
| +14% | +$79.7K | 0.04% | 216 |
|
|
2020
Q1 | $465K | Buy |
15,078
+1,022
| +7% | +$31.5K | 0.04% | 231 |
|
|
2019
Q4 | $792K | Buy |
14,056
+11,504
| +451% | +$648K | 0.05% | 222 |
|
|
2019
Q3 | $136K | Sell |
2,552
-6,277
| -71% | -$335K | 0.01% | 362 |
|
|
2019
Q2 | $434K | Sell |
8,829
-200
| -2% | -$9.83K | 0.03% | 272 |
|
|
2019
Q1 | $420K | Sell |
9,029
-75
| -0.8% | -$3.49K | 0.03% | 284 |
|
|
2018
Q4 | $394K | Hold |
9,104
| – | – | 0.03% | 260 |
|
|
2018
Q3 | $442K | Sell |
9,104
-25
| -0.3% | -$1.21K | 0.03% | 275 |
|
|
2018
Q2 | $460K | Buy |
9,129
+4,519
| +98% | +$228K | 0.04% | 254 |
|
|
2018
Q1 | $240K | Sell |
4,610
-735
| -14% | -$38.2K | 0.02% | 316 |
|
|
2017
Q4 | $266K | Buy |
5,345
+68
| +1% | +$3.38K | 0.02% | 317 |
|
|
2017
Q3 | $248K | Sell |
5,277
-52
| -1% | -$2.44K | 0.02% | 333 |
|
|
2017
Q2 | $242K | Sell |
5,329
-40
| -0.7% | -$1.82K | 0.02% | 319 |
|
|
2017
Q1 | $240K | Sell |
5,369
-900
| -14% | -$40.2K | 0.02% | 318 |
|
|
2016
Q4 | $295K | Buy |
+6,269
| New | +$295K | 0.04% | 242 |
|
|
2016
Q2 | $107K | Sell |
3,000
-2,500
| -45% | -$89K | 0.01% | 354 |
|
|
2016
Q1 | $183K | Sell |
5,500
-500
| -8% | -$16.6K | 0.02% | 296 |
|
|
2015
Q4 | $227K | Sell |
6,000
-4,125
| -41% | -$156K | 0.03% | 262 |
|
|
2015
Q3 | $377K | Sell |
10,125
-4,123
| -29% | -$153K | 0.08% | 211 |
|
|
2015
Q2 | $562K | Buy |
14,248
+6,653
| +88% | +$262K | 0.13% | 166 |
|
|
2015
Q1 | $296K | Sell |
7,595
-1,650
| -18% | -$64.3K | 0.05% | 234 |
|
|
2014
Q4 | $360K | Sell |
9,245
-880
| -9% | -$34.2K | 0.12% | 162 |
|
|
2014
Q3 | $377K | Sell |
10,125
-4,123
| -29% | -$153K | 0.07% | 209 |
|
|
2014
Q2 | $562K | Buy |
14,248
+500
| +4% | +$19.7K | 0.22% | 102 |
|
|
2014
Q1 | $552K | Sell |
13,748
-1,575
| -10% | -$63.3K | 0.32% | 88 |
|
|
2013
Q4 | $572K | Buy |
+15,323
| New | +$572K | 0.53% | 46 |
|