Caldwell Trust’s MetLife MET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Buy |
2,863
+169
|
|
||||
2025
Q1 | $216K | Buy |
2,694
+103
|
|
||||
2024
Q4 | $212K | Hold |
2,591
|
|
||||
2024
Q3 | $214K | Hold |
2,591
|
|
||||
2024
Q2 | $182K | Sell |
2,591
-31
|
|
||||
2024
Q1 | $194K | Hold |
2,622
|
|
||||
2023
Q4 | $173K | Sell |
2,622
-400
|
|
||||
2023
Q3 | $190K | Sell |
3,022
-394
|
|
||||
2023
Q2 | $193K | Sell |
3,416
-321
|
|
||||
2023
Q1 | $217K | Sell |
3,737
-104
|
|
||||
2022
Q4 | $278K | Buy |
3,841
+500
|
|
||||
2022
Q3 | $203K | Buy |
3,341
+188
|
|
||||
2022
Q2 | $198K | Hold |
3,153
|
|
||||
2022
Q1 | $222K | Buy |
3,153
+217
|
|
||||
2021
Q4 | $183K | Sell |
2,936
-104
|
|
||||
2021
Q3 | $188K | Sell |
3,040
-137
|
|
||||
2021
Q2 | $190K | Hold |
3,177
|
|
||||
2021
Q1 | $193K | Sell |
3,177
-368
|
|
||||
2020
Q4 | $166K | Sell |
3,545
-609
|
|
||||
2020
Q3 | $154K | Sell |
4,154
-2,502
|
|
||||
2020
Q2 | $243K | Sell |
6,656
-5,688
|
|
||||
2020
Q1 | $377K | Sell |
12,344
-1,086
|
|
||||
2019
Q4 | $685K | Buy |
+13,430
|
|