CWS
Confluence Wealth Services’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
9,360
| – | – | 0.04% | 207 |
|
|
2025
Q1 | $695K | Buy |
9,360
+213
| +2% | +$15.8K | 0.04% | 191 |
|
|
2024
Q4 | $794K | Buy |
9,147
+3,103
| +51% | +$269K | 0.05% | 175 |
|
|
2024
Q3 | $499K | Sell |
6,044
-2,324
| -28% | -$192K | 0.04% | 220 |
|
|
2024
Q2 | $587K | Buy |
8,368
+1,913
| +30% | +$134K | 0.05% | 208 |
|
|
2024
Q1 | $478K | Buy |
+6,455
| New | +$478K | 0.04% | 212 |
|
|
2022
Q1 | – | Sell |
-3,879
| Closed | -$242K | – | 783 |
|
|
2021
Q4 | $242K | Buy |
+3,879
| New | +$242K | 0.08% | 203 |
|