EP Wealth Advisors’s MetLife MET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
20,094
+4,373
| +28% | +$352K | 0.01% | 458 |
|
|
2025
Q1 | $1.26M | Sell |
15,721
-664
| -4% | -$53.3K | 0.01% | 448 |
|
|
2024
Q4 | $1.34M | Sell |
16,385
-80
| -0.5% | -$6.55K | 0.01% | 429 |
|
|
2024
Q3 | $1.36M | Buy |
16,465
+10,969
| +200% | +$905K | 0.01% | 430 |
|
|
2024
Q2 | $386K | Sell |
5,496
-94
| -2% | -$6.6K | ﹤0.01% | 593 |
|
|
2024
Q1 | $414K | Buy |
5,590
+747
| +15% | +$55.4K | ﹤0.01% | 560 |
|
|
2023
Q4 | $320K | Sell |
4,843
-757
| -14% | -$50.1K | ﹤0.01% | 599 |
|
|
2023
Q3 | $352K | Sell |
5,600
-4,110
| -42% | -$259K | 0.01% | 529 |
|
|
2023
Q2 | $275K | Sell |
9,710
-3,815
| -28% | -$108K | ﹤0.01% | 580 |
|
|
2023
Q1 | $894K | Buy |
13,525
+8,555
| +172% | +$565K | 0.02% | 320 |
|
|
2022
Q4 | $360K | Buy |
+4,970
| New | +$360K | 0.01% | 433 |
|
|
2022
Q3 | – | Sell |
-14,769
| Closed | -$927K | – | 511 |
|
|
2022
Q2 | $927K | Buy |
14,769
+6,678
| +83% | +$419K | 0.02% | 268 |
|
|
2022
Q1 | $569K | Buy |
8,091
+1,556
| +24% | +$109K | 0.01% | 357 |
|
|
2021
Q4 | $408K | Buy |
6,535
+667
| +11% | +$41.6K | 0.01% | 398 |
|
|
2021
Q3 | $362K | Buy |
5,868
+244
| +4% | +$15.1K | 0.01% | 393 |
|
|
2021
Q2 | $337K | Buy |
5,624
+1,058
| +23% | +$63.4K | 0.01% | 420 |
|
|
2021
Q1 | $278K | Buy |
4,566
+204
| +5% | +$12.4K | 0.01% | 416 |
|
|
2020
Q4 | $205K | Sell |
4,362
-1,082
| -20% | -$50.9K | 0.01% | 410 |
|
|
2020
Q3 | $202K | Buy |
+5,444
| New | +$202K | 0.01% | 347 |
|
|
2020
Q1 | – | Sell |
-4,747
| Closed | -$242K | – | 410 |
|
|
2019
Q4 | $242K | Sell |
4,747
-32
| -0.7% | -$1.63K | 0.01% | 366 |
|
|
2019
Q3 | $225K | Buy |
4,779
+332
| +7% | +$15.6K | 0.01% | 324 |
|
|
2019
Q2 | $221K | Buy |
+4,447
| New | +$221K | 0.01% | 281 |
|