MPWT
MassMutual Private Wealth & Trust’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
5,244
-992
| -16% | -$33.5K | ﹤0.01% | 462 |
|
|
2025
Q1 | $191K | Buy |
6,236
+1,010
| +19% | +$30.9K | 0.01% | 438 |
|
|
2024
Q4 | $158K | Buy |
5,226
+978
| +23% | +$29.7K | ﹤0.01% | 488 |
|
|
2024
Q3 | $131K | Buy |
4,248
+174
| +4% | +$5.38K | ﹤0.01% | 474 |
|
|
2024
Q2 | $120K | Buy |
4,074
+650
| +19% | +$19.2K | ﹤0.01% | 483 |
|
|
2024
Q1 | $105K | Buy |
3,424
+264
| +8% | +$8.11K | ﹤0.01% | 467 |
|
|
2023
Q4 | $97.6K | Buy |
3,160
+440
| +16% | +$13.6K | ﹤0.01% | 469 |
|
|
2023
Q3 | $67K | Buy |
2,720
+240
| +10% | +$5.92K | ﹤0.01% | 526 |
|
|
2023
Q2 | $50.3K | Buy |
2,480
+868
| +54% | +$17.6K | ﹤0.01% | 543 |
|
|
2023
Q1 | $34.4K | Buy |
1,612
+445
| +38% | +$9.5K | ﹤0.01% | 596 |
|
|
2022
Q4 | $22K | Buy |
1,167
+374
| +47% | +$7.05K | ﹤0.01% | 617 |
|
|
2022
Q3 | $12K | Sell |
793
-40
| -5% | -$605 | ﹤0.01% | 706 |
|
|
2022
Q2 | $14K | Sell |
833
-137
| -14% | -$2.3K | ﹤0.01% | 655 |
|
|
2022
Q1 | $19K | Buy |
970
+500
| +106% | +$9.79K | ﹤0.01% | 599 |
|
|
2021
Q4 | $8K | Buy |
470
+86
| +22% | +$1.46K | ﹤0.01% | 799 |
|
|
2021
Q3 | $6K | Hold |
384
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $6K | Buy |
+384
| New | +$6K | ﹤0.01% | 812 |
|
|
2020
Q3 | – | Sell |
-616
| Closed | -$7K | – | 815 |
|
|
2020
Q2 | $7K | Buy |
616
+608
| +7,600% | +$6.91K | ﹤0.01% | 582 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 815 |
|
|
2019
Q4 | $0 | Sell |
8
-131
| -94% | – | ﹤0.01% | 907 |
|
|
2019
Q3 | $2K | Buy |
139
+131
| +1,638% | +$1.89K | ﹤0.01% | 778 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 836 |
|
|
2019
Q1 | $97 | Sell |
8
-8
| -50% | -$97 | ﹤0.01% | 834 |
|
|
2018
Q4 | $198 | Hold |
16
| – | – | ﹤0.01% | 950 |
|
|
2018
Q3 | $252 | Hold |
16
| – | – | ﹤0.01% | 936 |
|
|
2018
Q2 | $245 | Sell |
16
-179
| -92% | -$2.74K | ﹤0.01% | 1084 |
|
|
2018
Q1 | $3.44K | Hold |
195
| – | – | ﹤0.01% | 768 |
|
|
2017
Q4 | $3.59K | Buy |
+195
| New | +$3.59K | ﹤0.01% | 702 |
|
|
2017
Q3 | – | Sell |
-3,144
| Closed | -$53.4K | – | 1099 |
|
|
2017
Q2 | $53.4K | Buy |
+3,144
| New | +$53.4K | ﹤0.01% | 470 |
|