MassMutual Private Wealth & Trust’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.5K | Buy |
973
+304
| +45% | +$7.36K | ﹤0.01% | 1042 |
|
2025
Q1 | $13.1K | Buy |
669
+211
| +46% | +$4.13K | ﹤0.01% | 1196 |
|
2024
Q4 | $10.3K | Buy |
458
+61
| +15% | +$1.37K | ﹤0.01% | 1248 |
|
2024
Q3 | $8.98K | Buy |
397
+381
| +2,381% | +$8.62K | ﹤0.01% | 1162 |
|
2024
Q2 | $260 | Sell |
16
-2
| -11% | -$33 | ﹤0.01% | 2050 |
|
2024
Q1 | $481 | Buy |
18
+8
| +80% | +$214 | ﹤0.01% | 1863 |
|
2023
Q4 | $409 | Sell |
10
-83
| -89% | -$3.4K | ﹤0.01% | 1843 |
|
2023
Q3 | $2.92K | Buy |
93
+66
| +244% | +$2.07K | ﹤0.01% | 1393 |
|
2023
Q2 | $1.17K | Sell |
27
-41
| -60% | -$1.78K | ﹤0.01% | 1616 |
|
2023
Q1 | $2.21K | Buy |
68
+20
| +42% | +$649 | ﹤0.01% | 1395 |
|
2022
Q4 | $1K | Sell |
48
-17
| -26% | -$354 | ﹤0.01% | 1563 |
|
2022
Q3 | $2K | Buy |
65
+12
| +23% | +$369 | ﹤0.01% | 1297 |
|
2022
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1211 |
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1644 |
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1319 |
|