MPWT
MassMutual Private Wealth & Trust’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
28,444
-2,091
| -7% | -$211K | 0.08% | 175 |
|
|
2025
Q1 | $3.36M | Sell |
30,535
-541
| -2% | -$59.5K | 0.1% | 160 |
|
|
2024
Q4 | $3.92M | Sell |
31,076
-2,135
| -6% | -$269K | 0.11% | 146 |
|
|
2024
Q3 | $4.53M | Sell |
33,211
-1,942
| -6% | -$265K | 0.13% | 149 |
|
|
2024
Q2 | $4.81M | Sell |
35,153
-1,000
| -3% | -$137K | 0.15% | 134 |
|
|
2024
Q1 | $5.37M | Sell |
36,153
-1,743
| -5% | -$259K | 0.17% | 122 |
|
|
2023
Q4 | $5.96M | Sell |
37,896
-1,305
| -3% | -$205K | 0.2% | 110 |
|
|
2023
Q3 | $6.11M | Sell |
39,201
-1,967
| -5% | -$307K | 0.23% | 103 |
|
|
2023
Q2 | $7.38M | Sell |
41,168
-957
| -2% | -$172K | 0.27% | 93 |
|
|
2023
Q1 | $8.17M | Buy |
42,125
+90
| +0.2% | +$17.5K | 0.31% | 84 |
|
|
2022
Q4 | $7.31M | Buy |
42,035
+139
| +0.3% | +$24.2K | 0.3% | 91 |
|
|
2022
Q3 | $6.77M | Sell |
41,896
-1,030
| -2% | -$166K | 0.31% | 92 |
|
|
2022
Q2 | $7.84M | Sell |
42,926
-34
| -0.1% | -$6.21K | 0.34% | 77 |
|
|
2022
Q1 | $9.21M | Sell |
42,960
-1,083
| -2% | -$232K | 0.35% | 77 |
|
|
2021
Q4 | $9.44M | Buy |
44,043
+77
| +0.2% | +$16.5K | 0.35% | 76 |
|
|
2021
Q3 | $8.01M | Buy |
43,966
+184
| +0.4% | +$33.5K | 0.33% | 85 |
|
|
2021
Q2 | $9.11M | Buy |
43,782
+1,883
| +4% | +$392K | 0.39% | 68 |
|
|
2021
Q1 | $7.12M | Buy |
41,899
+1,406
| +3% | +$239K | 0.34% | 86 |
|
|
2020
Q4 | $6.82M | Sell |
40,493
-1,201
| -3% | -$202K | 0.35% | 76 |
|
|
2020
Q3 | $6.95M | Sell |
41,694
-1,049
| -2% | -$175K | 0.41% | 65 |
|
|
2020
Q2 | $4.75M | Buy |
42,743
+1,160
| +3% | +$129K | 0.31% | 83 |
|
|
2020
Q1 | $3.89M | Buy |
41,583
+819
| +2% | +$76.5K | 0.31% | 82 |
|
|
2019
Q4 | $4.77M | Buy |
40,764
+907
| +2% | +$106K | 0.29% | 92 |
|
|
2019
Q3 | $4.78M | Sell |
39,857
-629
| -2% | -$75.4K | 0.32% | 84 |
|
|
2019
Q2 | $4.18M | Buy |
40,486
+1,733
| +4% | +$179K | 0.29% | 98 |
|
|
2019
Q1 | $4.33M | Buy |
38,753
+1,886
| +5% | +$211K | 0.31% | 86 |
|
|
2018
Q4 | $3.6M | Buy |
36,867
+264
| +0.7% | +$25.7K | 0.31% | 85 |
|
|
2018
Q3 | $4.27M | Sell |
36,603
-1,595
| -4% | -$186K | 0.32% | 82 |
|
|
2018
Q2 | $4.06M | Sell |
38,198
-1,147
| -3% | -$122K | 0.32% | 78 |
|
|
2018
Q1 | $4.12M | Sell |
39,345
-497
| -1% | -$52K | 0.34% | 74 |
|
|
2017
Q4 | $4.75M | Sell |
39,842
-231
| -0.6% | -$27.5K | 0.39% | 61 |
|
|
2017
Q3 | $4.81M | Sell |
40,073
-3,943
| -9% | -$474K | 0.4% | 67 |
|
|
2017
Q2 | $4.87M | Sell |
44,016
-2,029
| -4% | -$224K | 0.43% | 63 |
|
|
2017
Q1 | $4.94M | Buy |
46,045
+8,653
| +23% | +$928K | 0.46% | 60 |
|
|
2016
Q4 | $4.29M | Buy |
+37,392
| New | +$4.29M | 0.52% | 57 |
|
|
2016
Q2 | $3.34M | Buy |
30,966
+4,431
| +17% | +$477K | 0.42% | 66 |
|
|
2016
Q1 | $2.8M | Buy |
26,535
+3,320
| +14% | +$350K | 0.38% | 67 |
|
|
2015
Q4 | $2.23M | Buy |
23,215
+16,675
| +255% | +$1.6M | 0.32% | 83 |
|
|
2015
Q3 | $643K | Buy |
6,540
+1,572
| +32% | +$155K | 0.14% | 161 |
|
|
2015
Q2 | $510K | Sell |
4,968
-10,614
| -68% | -$1.09M | 0.11% | 174 |
|
|
2015
Q1 | $1.51M | Buy |
15,582
+8,980
| +136% | +$871K | 0.25% | 104 |
|
|
2014
Q4 | $734K | Buy |
6,602
+62
| +0.9% | +$6.89K | 0.24% | 111 |
|
|
2014
Q3 | $643K | Buy |
6,540
+1,572
| +32% | +$155K | 0.13% | 159 |
|
|
2014
Q2 | $510K | Buy |
4,968
+1,671
| +51% | +$172K | 0.2% | 105 |
|
|
2014
Q1 | $321K | Buy |
3,297
+330
| +11% | +$32.1K | 0.19% | 108 |
|
|
2013
Q4 | $312K | Buy |
+2,967
| New | +$312K | 0.29% | 72 |
|