MPWT
MassMutual Private Wealth & Trust’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
29,263
+462
| +2% | +$37K | 0.06% | 190 |
|
|
2025
Q1 | $2.07M | Sell |
28,801
-3,003
| -9% | -$216K | 0.06% | 194 |
|
|
2024
Q4 | $2.23M | Buy |
31,804
+7,216
| +29% | +$507K | 0.06% | 187 |
|
|
2024
Q3 | $1.39M | Sell |
24,588
-776
| -3% | -$43.8K | 0.04% | 217 |
|
|
2024
Q2 | $1.51M | Buy |
25,364
+3,608
| +17% | +$214K | 0.05% | 211 |
|
|
2024
Q1 | $1.26M | Buy |
21,756
+266
| +1% | +$15.4K | 0.04% | 225 |
|
|
2023
Q4 | $1.06M | Sell |
21,490
-1,297
| -6% | -$63.8K | 0.04% | 230 |
|
|
2023
Q3 | $931K | Buy |
22,787
+1,594
| +8% | +$65.1K | 0.03% | 228 |
|
|
2023
Q2 | $905K | Buy |
21,193
+2,467
| +13% | +$105K | 0.03% | 229 |
|
|
2023
Q1 | $700K | Sell |
18,726
-2,494
| -12% | -$93.2K | 0.03% | 246 |
|
|
2022
Q4 | $876K | Buy |
21,220
+17,500
| +470% | +$722K | 0.04% | 228 |
|
|
2022
Q3 | $150K | Buy |
3,720
+742
| +25% | +$29.9K | 0.01% | 351 |
|
|
2022
Q2 | $117K | Sell |
2,978
-689
| -19% | -$27.1K | 0.01% | 370 |
|
|
2022
Q1 | $178K | Sell |
3,667
-964
| -21% | -$46.8K | 0.01% | 345 |
|
|
2021
Q4 | $222K | Buy |
4,631
+169
| +4% | +$8.1K | 0.01% | 342 |
|
|
2021
Q3 | $207K | Buy |
4,462
+1,998
| +81% | +$92.7K | 0.01% | 337 |
|
|
2021
Q2 | $112K | Buy |
2,464
+699
| +40% | +$31.8K | ﹤0.01% | 383 |
|
|
2021
Q1 | $69K | Sell |
1,765
-1,253
| -42% | -$49K | ﹤0.01% | 414 |
|
|
2020
Q4 | $91K | Buy |
3,018
+1,466
| +94% | +$44.2K | ﹤0.01% | 397 |
|
|
2020
Q3 | $36K | Sell |
1,552
-1,090
| -41% | -$25.3K | ﹤0.01% | 447 |
|
|
2020
Q2 | $68K | Buy |
2,642
+1,362
| +106% | +$35.1K | ﹤0.01% | 382 |
|
|
2020
Q1 | $37K | Sell |
1,280
-12,682
| -91% | -$367K | ﹤0.01% | 396 |
|
|
2019
Q4 | $751K | Sell |
13,962
-17,629
| -56% | -$948K | 0.05% | 224 |
|
|
2019
Q3 | $1.59M | Buy |
31,591
+3,869
| +14% | +$195K | 0.11% | 171 |
|
|
2019
Q2 | $1.31M | Buy |
27,722
+1,088
| +4% | +$51.5K | 0.09% | 181 |
|
|
2019
Q1 | $1.29M | Sell |
26,634
-18,745
| -41% | -$906K | 0.09% | 174 |
|
|
2018
Q4 | $2.09M | Buy |
45,379
+6,859
| +18% | +$316K | 0.18% | 131 |
|
|
2018
Q3 | $2.02M | Buy |
38,520
+1,037
| +3% | +$54.5K | 0.15% | 138 |
|
|
2018
Q2 | $2.08M | Sell |
37,483
-14
| -0% | -$776 | 0.17% | 134 |
|
|
2018
Q1 | $1.97M | Sell |
37,497
-2,421
| -6% | -$127K | 0.16% | 134 |
|
|
2017
Q4 | $2.42M | Sell |
39,918
-1,246
| -3% | -$75.6K | 0.2% | 123 |
|
|
2017
Q3 | $2.27M | Sell |
41,164
-813
| -2% | -$44.8K | 0.19% | 129 |
|
|
2017
Q2 | $2.33M | Sell |
41,977
-1,318
| -3% | -$73K | 0.21% | 127 |
|
|
2017
Q1 | $2.41M | Buy |
43,295
+277
| +0.6% | +$15.4K | 0.23% | 125 |
|
|
2016
Q4 | $2.37M | Buy |
+43,018
| New | +$2.37M | 0.29% | 100 |
|
|
2016
Q2 | $8.77M | Sell |
185,297
-5,795
| -3% | -$274K | 1.11% | 15 |
|
|
2016
Q1 | $9.24M | Sell |
191,092
-23,273
| -11% | -$1.13M | 1.25% | 11 |
|
|
2015
Q4 | $11.7M | Buy |
214,365
+96,416
| +82% | +$5.24M | 1.67% | 10 |
|
|
2015
Q3 | $6.12M | Buy |
117,949
+8,473
| +8% | +$439K | 1.29% | 13 |
|
|
2015
Q2 | $5.75M | Sell |
109,476
-36,485
| -25% | -$1.92M | 1.29% | 12 |
|
|
2015
Q1 | $7.94M | Buy |
145,961
+66,711
| +84% | +$3.63M | 1.31% | 11 |
|
|
2014
Q4 | $4.34M | Sell |
79,250
-38,699
| -33% | -$2.12M | 1.4% | 11 |
|
|
2014
Q3 | $6.12M | Buy |
117,949
+58,246
| +98% | +$3.02M | 1.22% | 15 |
|
|
2014
Q2 | $3.14M | Buy |
59,703
+14,393
| +32% | +$756K | 1.24% | 11 |
|
|
2014
Q1 | $2.25M | Buy |
45,310
+23,670
| +109% | +$1.18M | 1.32% | 12 |
|
|
2013
Q4 | $982K | Buy |
+21,640
| New | +$982K | 0.9% | 25 |
|