MPWT
MassMutual Private Wealth & Trust’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,156
-220
| -9% | -$35.9K | 0.01% | 365 |
|
|
2025
Q1 | $376K | Sell |
2,376
-987
| -29% | -$156K | 0.01% | 352 |
|
|
2024
Q4 | $623K | Sell |
3,363
-1,051
| -24% | -$195K | 0.02% | 294 |
|
|
2024
Q3 | $684K | Buy |
4,414
+2,131
| +93% | +$330K | 0.02% | 279 |
|
|
2024
Q2 | $645K | Sell |
2,283
-171
| -7% | -$48.3K | 0.02% | 277 |
|
|
2024
Q1 | $779K | Buy |
2,454
+95
| +4% | +$30.2K | 0.02% | 256 |
|
|
2023
Q4 | $476K | Buy |
2,359
+230
| +11% | +$46.4K | 0.02% | 296 |
|
|
2023
Q3 | $331K | Buy |
2,129
+6
| +0.3% | +$932 | 0.01% | 327 |
|
|
2023
Q2 | $266K | Sell |
2,123
-77
| -4% | -$9.64K | 0.01% | 339 |
|
|
2023
Q1 | $268K | Buy |
2,200
+78
| +4% | +$9.49K | 0.01% | 330 |
|
|
2022
Q4 | $244K | Buy |
2,122
+233
| +12% | +$26.8K | 0.01% | 330 |
|
|
2022
Q3 | $223K | Buy |
1,889
+825
| +78% | +$97.4K | 0.01% | 325 |
|
|
2022
Q2 | $118K | Buy |
1,064
+1,037
| +3,841% | +$115K | 0.01% | 368 |
|
|
2022
Q1 | $4K | Buy |
27
+23
| +575% | +$3.41K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1334 |
|
|
2017
Q3 | – | Sell |
-3,926
| Closed | -$190K | – | 1104 |
|
|
2017
Q2 | $190K | Sell |
3,926
-76
| -2% | -$3.69K | 0.02% | 331 |
|
|
2017
Q1 | $215K | Buy |
4,002
+348
| +10% | +$18.7K | 0.02% | 327 |
|
|
2016
Q4 | $177K | Buy |
+3,654
| New | +$177K | 0.02% | 282 |
|
|
2016
Q2 | $219K | Buy |
4,195
+88
| +2% | +$4.59K | 0.03% | 307 |
|
|
2016
Q1 | $225K | Buy |
4,107
+140
| +4% | +$7.66K | 0.03% | 283 |
|
|
2015
Q4 | $232K | Buy |
+3,967
| New | +$232K | 0.03% | 259 |
|
|
2015
Q2 | – | Sell |
-2,424
| Closed | -$193K | – | 918 |
|
|
2015
Q1 | $193K | Buy |
+2,424
| New | +$193K | 0.03% | 279 |
|