MPWT
MassMutual Private Wealth & Trust’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
145
| – | – | ﹤0.01% | 1212 |
|
|
2025
Q1 | $14.7K | Buy |
145
+82
| +130% | +$8.29K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $7.11K | Buy |
63
+3
| +5% | +$339 | ﹤0.01% | 1395 |
|
|
2024
Q3 | $6.31K | Hold |
60
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q2 | $5.01K | Sell |
60
-2
| -3% | -$167 | ﹤0.01% | 1313 |
|
|
2024
Q1 | $5.39K | Sell |
62
-6
| -9% | -$522 | ﹤0.01% | 1247 |
|
|
2023
Q4 | $5.68K | Hold |
68
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q3 | $4.22K | Sell |
68
-17
| -20% | -$1.06K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $5.18K | Buy |
85
+61
| +254% | +$3.72K | ﹤0.01% | 1199 |
|
|
2023
Q1 | $1.39K | Buy |
24
+17
| +243% | +$981 | ﹤0.01% | 1516 |
|
|
2022
Q4 | $1K | Sell |
7
-19
| -73% | -$2.71K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 1212 |
|
|
2022
Q1 | $3K | Buy |
26
+7
| +37% | +$808 | ﹤0.01% | 1094 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1096 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | -$1.1K | – | 1000 |
|
|
2018
Q4 | $1.1K | Hold |
18
| – | – | ﹤0.01% | 899 |
|
|
2018
Q3 | $1.28K | Hold |
18
| – | – | ﹤0.01% | 877 |
|
|
2018
Q2 | $1.37K | Hold |
18
| – | – | ﹤0.01% | 943 |
|
|
2018
Q1 | $1.3K | Hold |
18
| – | – | ﹤0.01% | 899 |
|
|
2017
Q4 | $1.3K | Buy |
+18
| New | +$1.3K | ﹤0.01% | 807 |
|