MPWT
MassMutual Private Wealth & Trust’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
2,842
+436
| +18% | +$67K | 0.01% | 334 |
|
|
2025
Q1 | $369K | Buy |
2,406
+297
| +14% | +$45.5K | 0.01% | 354 |
|
|
2024
Q4 | $266K | Buy |
2,109
+123
| +6% | +$15.5K | 0.01% | 408 |
|
|
2024
Q3 | $254K | Buy |
1,986
+45
| +2% | +$5.76K | 0.01% | 374 |
|
|
2024
Q2 | $202K | Buy |
1,941
+201
| +12% | +$21K | 0.01% | 401 |
|
|
2024
Q1 | $163K | Buy |
1,740
+101
| +6% | +$9.44K | 0.01% | 408 |
|
|
2023
Q4 | $148K | Sell |
1,639
-15,235
| -90% | -$1.37M | 0.01% | 407 |
|
|
2023
Q3 | $1.38M | Buy |
16,874
+14,999
| +800% | +$1.23M | 0.05% | 208 |
|
|
2023
Q2 | $152K | Buy |
1,875
+897
| +92% | +$72.6K | 0.01% | 384 |
|
|
2023
Q1 | $70.1K | Buy |
978
+192
| +24% | +$13.8K | ﹤0.01% | 471 |
|
|
2022
Q4 | $52K | Buy |
786
+127
| +19% | +$8.4K | ﹤0.01% | 477 |
|
|
2022
Q3 | $42K | Buy |
659
+6
| +0.9% | +$382 | ﹤0.01% | 485 |
|
|
2022
Q2 | $54K | Buy |
653
+73
| +13% | +$6.04K | ﹤0.01% | 458 |
|
|
2022
Q1 | $56K | Sell |
580
-476
| -45% | -$46K | ﹤0.01% | 454 |
|
|
2021
Q4 | $91K | Buy |
1,056
+379
| +56% | +$32.7K | ﹤0.01% | 416 |
|
|
2021
Q3 | $56K | Sell |
677
-598
| -47% | -$49.5K | ﹤0.01% | 473 |
|
|
2021
Q2 | $106K | Sell |
1,275
-23
| -2% | -$1.91K | ﹤0.01% | 397 |
|
|
2021
Q1 | $93K | Buy |
1,298
+79
| +6% | +$5.66K | ﹤0.01% | 392 |
|
|
2020
Q4 | $79K | Hold |
1,219
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $67K | Buy |
1,219
+731
| +150% | +$40.2K | ﹤0.01% | 396 |
|
|
2020
Q2 | $25K | Hold |
488
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $22K | Sell |
488
-40
| -8% | -$1.8K | ﹤0.01% | 438 |
|
|
2019
Q4 | $43K | Buy |
528
+488
| +1,220% | +$39.7K | ﹤0.01% | 447 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 716 |
|
|
2019
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $3.1K | Sell |
40
-243
| -86% | -$18.9K | ﹤0.01% | 744 |
|
|
2018
Q4 | $19.6K | Buy |
283
+243
| +608% | +$16.9K | ﹤0.01% | 489 |
|
|
2018
Q3 | $2.57K | Sell |
40
-111
| -74% | -$7.14K | ﹤0.01% | 806 |
|
|
2018
Q2 | $9.47K | Buy |
151
+38
| +34% | +$2.38K | ﹤0.01% | 616 |
|
|
2018
Q1 | $6.15K | Buy |
113
+73
| +183% | +$3.97K | ﹤0.01% | 674 |
|
|
2017
Q4 | $2.55K | Buy |
+40
| New | +$2.55K | ﹤0.01% | 735 |
|