MPWT
MassMutual Private Wealth & Trust’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
8,092
-310
| -4% | -$16.1K | 0.01% | 345 |
|
|
2025
Q1 | $419K | Sell |
8,402
-22
| -0.3% | -$1.1K | 0.01% | 341 |
|
|
2024
Q4 | $457K | Sell |
8,424
-2,250
| -21% | -$122K | 0.01% | 333 |
|
|
2024
Q3 | $504K | Sell |
10,674
-497
| -4% | -$23.5K | 0.01% | 306 |
|
|
2024
Q2 | $484K | Sell |
11,171
-1,212
| -10% | -$52.6K | 0.01% | 305 |
|
|
2024
Q1 | $537K | Sell |
12,383
-806
| -6% | -$35K | 0.02% | 289 |
|
|
2023
Q4 | $579K | Sell |
13,189
-728
| -5% | -$31.9K | 0.02% | 271 |
|
|
2023
Q3 | $486K | Sell |
13,917
-384
| -3% | -$13.4K | 0.02% | 290 |
|
|
2023
Q2 | $384K | Sell |
14,301
-302
| -2% | -$8.11K | 0.01% | 307 |
|
|
2023
Q1 | $437K | Buy |
14,603
+33
| +0.2% | +$988 | 0.02% | 279 |
|
|
2022
Q4 | $716K | Sell |
14,570
-332
| -2% | -$16.3K | 0.03% | 250 |
|
|
2022
Q3 | $758K | Sell |
14,902
-774
| -5% | -$39.4K | 0.03% | 238 |
|
|
2022
Q2 | $798K | Sell |
15,676
-82
| -0.5% | -$4.17K | 0.03% | 236 |
|
|
2022
Q1 | $1.03M | Sell |
15,758
-336
| -2% | -$22K | 0.04% | 230 |
|
|
2021
Q4 | $1.02M | Sell |
16,094
-623
| -4% | -$39.3K | 0.04% | 237 |
|
|
2021
Q3 | $1.04M | Sell |
16,717
-109
| -0.6% | -$6.75K | 0.04% | 225 |
|
|
2021
Q2 | $889K | Buy |
16,826
+533
| +3% | +$28.2K | 0.04% | 241 |
|
|
2021
Q1 | $895K | Buy |
16,293
+51
| +0.3% | +$2.8K | 0.04% | 232 |
|
|
2020
Q4 | $706K | Sell |
16,242
-1,738
| -10% | -$75.5K | 0.04% | 240 |
|
|
2020
Q3 | $525K | Buy |
17,980
+86
| +0.5% | +$2.51K | 0.03% | 257 |
|
|
2020
Q2 | $608K | Sell |
17,894
-53,187
| -75% | -$1.81M | 0.04% | 226 |
|
|
2020
Q1 | $1.9M | Sell |
71,081
-992
| -1% | -$26.5K | 0.15% | 148 |
|
|
2019
Q4 | $3.74M | Sell |
72,073
-315
| -0.4% | -$16.4K | 0.23% | 117 |
|
|
2019
Q3 | $3.22M | Buy |
72,388
+91
| +0.1% | +$4.05K | 0.22% | 126 |
|
|
2019
Q2 | $3.32M | Buy |
72,297
+5,890
| +9% | +$271K | 0.23% | 118 |
|
|
2019
Q1 | $3.02M | Buy |
66,407
+4,438
| +7% | +$202K | 0.22% | 121 |
|
|
2018
Q4 | $2.52M | Sell |
61,969
-1,723
| -3% | -$70.2K | 0.22% | 116 |
|
|
2018
Q3 | $3.19M | Buy |
63,692
+989
| +2% | +$49.6K | 0.24% | 106 |
|
|
2018
Q2 | $3.3M | Buy |
62,703
+35,696
| +132% | +$1.88M | 0.26% | 96 |
|
|
2018
Q1 | $1.42M | Buy |
27,007
+5,526
| +26% | +$291K | 0.12% | 155 |
|
|
2017
Q4 | $1.09M | Sell |
21,481
-1,360
| -6% | -$69.1K | 0.09% | 173 |
|
|
2017
Q3 | $1.08M | Sell |
22,841
-13,954
| -38% | -$658K | 0.09% | 174 |
|
|
2017
Q2 | $1.62M | Sell |
36,795
-1,138
| -3% | -$50K | 0.14% | 149 |
|
|
2017
Q1 | $1.59M | Sell |
37,933
-320
| -0.8% | -$13.4K | 0.15% | 151 |
|
|
2016
Q4 | $1.65M | Buy |
+38,253
| New | +$1.65M | 0.2% | 127 |
|
|
2016
Q2 | $1.12M | Sell |
44,543
-883
| -2% | -$22.2K | 0.14% | 164 |
|
|
2016
Q1 | $1.1M | Buy |
45,426
+3,053
| +7% | +$73.9K | 0.15% | 161 |
|
|
2015
Q4 | $1.16M | Buy |
42,373
+19,408
| +85% | +$530K | 0.17% | 142 |
|
|
2015
Q3 | $667K | Buy |
22,965
+3,933
| +21% | +$114K | 0.14% | 157 |
|
|
2015
Q2 | $561K | Sell |
19,032
-11,153
| -37% | -$329K | 0.13% | 167 |
|
|
2015
Q1 | $815K | Buy |
30,185
+14,715
| +95% | +$397K | 0.13% | 168 |
|
|
2014
Q4 | $441K | Sell |
15,470
-7,495
| -33% | -$214K | 0.14% | 151 |
|
|
2014
Q3 | $667K | Buy |
22,965
+14,885
| +184% | +$433K | 0.13% | 155 |
|
|
2014
Q2 | $238K | Buy |
8,080
+3,900
| +93% | +$115K | 0.09% | 163 |
|
|
2014
Q1 | $129K | Buy |
4,180
+2,490
| +147% | +$77.1K | 0.08% | 160 |
|
|
2013
Q4 | $50.6K | Buy |
+1,690
| New | +$50.6K | 0.05% | 182 |
|