MPWT
XYZ
MassMutual Private Wealth & Trust’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Buy |
1,095
+405
| +59% | +$27.5K | ﹤0.01% | 673 |
|
|
2025
Q1 | $37.5K | Buy |
690
+272
| +65% | +$14.8K | ﹤0.01% | 819 |
|
|
2024
Q4 | $35.5K | Buy |
418
+136
| +48% | +$11.6K | ﹤0.01% | 836 |
|
|
2024
Q3 | $18.9K | Sell |
282
-71
| -20% | -$4.77K | ﹤0.01% | 917 |
|
|
2024
Q2 | $22.8K | Buy |
353
+156
| +79% | +$10.1K | ﹤0.01% | 832 |
|
|
2024
Q1 | $16.7K | Buy |
197
+54
| +38% | +$4.57K | ﹤0.01% | 881 |
|
|
2023
Q4 | $11.1K | Sell |
143
-16
| -10% | -$1.24K | ﹤0.01% | 978 |
|
|
2023
Q3 | $7.04K | Buy |
159
+75
| +89% | +$3.32K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $5.59K | Sell |
84
-210
| -71% | -$14K | ﹤0.01% | 1174 |
|
|
2023
Q1 | $20.2K | Sell |
294
-59
| -17% | -$4.05K | ﹤0.01% | 730 |
|
|
2022
Q4 | $22K | Buy |
353
+45
| +15% | +$2.81K | ﹤0.01% | 619 |
|
|
2022
Q3 | $17K | Buy |
308
+20
| +7% | +$1.1K | ﹤0.01% | 629 |
|
|
2022
Q2 | $18K | Sell |
288
-103
| -26% | -$6.44K | ﹤0.01% | 598 |
|
|
2022
Q1 | $53K | Sell |
391
-176
| -31% | -$23.9K | ﹤0.01% | 464 |
|
|
2021
Q4 | $92K | Sell |
567
-100
| -15% | -$16.2K | ﹤0.01% | 414 |
|
|
2021
Q3 | $160K | Buy |
667
+40
| +6% | +$9.6K | 0.01% | 348 |
|
|
2021
Q2 | $153K | Buy |
627
+134
| +27% | +$32.7K | 0.01% | 358 |
|
|
2021
Q1 | $112K | Sell |
493
-39
| -7% | -$8.86K | 0.01% | 376 |
|
|
2020
Q4 | $116K | Buy |
532
+95
| +22% | +$20.7K | 0.01% | 377 |
|
|
2020
Q3 | $71K | Buy |
437
+293
| +203% | +$47.6K | ﹤0.01% | 390 |
|
|
2020
Q2 | $15K | Hold |
144
| – | – | ﹤0.01% | 508 |
|
|
2020
Q1 | $8K | Buy |
144
+39
| +37% | +$2.17K | ﹤0.01% | 550 |
|
|
2019
Q4 | $7K | Sell |
105
-36
| -26% | -$2.4K | ﹤0.01% | 675 |
|
|
2019
Q3 | $9K | Hold |
141
| – | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $10K | Buy |
141
+41
| +41% | +$2.91K | ﹤0.01% | 583 |
|
|
2019
Q1 | $7.49K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2018
Q4 | $5.61K | Buy |
+100
| New | +$5.61K | ﹤0.01% | 647 |
|
|
2017
Q2 | – | Sell |
-110
| Closed | -$1.9K | – | 1110 |
|
|
2017
Q1 | $1.9K | Buy |
+110
| New | +$1.9K | ﹤0.01% | 881 |
|