MassMutual Private Wealth & Trust’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.19K Buy
2025
Q2
$1.44K Sell
2025
Q1
$2.35K Buy
2024
Q4
$657 Hold
2024
Q3
$475 Buy
2024
Q2
$146 Sell
2024
Q1
$5.43K Hold
2023
Q4
$6.5K Hold
2023
Q3
$6.49K Sell
2023
Q2
$7.63K Buy
2023
Q1
$6.55K Hold
2022
Q4
$5K Hold
2022
Q3
$5K Buy