EWM
Evercore Wealth Management’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
2,570
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $206K | Hold |
2,570
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $210K | Hold |
2,570
| – | – | ﹤0.01% | 393 |
|
|
2024
Q3 | $212K | Buy |
+2,570
| New | +$212K | ﹤0.01% | 392 |
|
|
2024
Q2 | – | Sell |
-3,574
| Closed | -$265K | – | 424 |
|
|
2024
Q1 | $265K | Sell |
3,574
-102
| -3% | -$7.56K | ﹤0.01% | 362 |
|
|
2023
Q4 | $243K | Buy |
+3,676
| New | +$243K | ﹤0.01% | 382 |
|
|
2023
Q1 | – | Sell |
-3,389
| Closed | -$245K | – | 413 |
|
|
2022
Q4 | $245K | Buy |
+3,389
| New | +$245K | 0.01% | 353 |
|
|
2022
Q3 | – | Sell |
-3,277
| Closed | -$206K | – | 388 |
|
|
2022
Q2 | $206K | Buy |
+3,277
| New | +$206K | ﹤0.01% | 376 |
|
|
2021
Q4 | – | Sell |
-5,566
| Closed | -$344K | – | 427 |
|
|
2021
Q3 | $344K | Hold |
5,566
| – | – | 0.01% | 338 |
|
|
2021
Q2 | $333K | Buy |
5,566
+2,100
| +61% | +$126K | 0.01% | 350 |
|
|
2021
Q1 | $211K | Sell |
3,466
-1,176
| -25% | -$71.6K | ﹤0.01% | 414 |
|
|
2020
Q4 | $218K | Buy |
+4,642
| New | +$218K | ﹤0.01% | 397 |
|
|
2020
Q1 | – | Sell |
-4,644
| Closed | -$237K | – | 388 |
|
|
2019
Q4 | $237K | Sell |
4,644
-1,180
| -20% | -$60.2K | 0.01% | 366 |
|
|
2019
Q3 | $274K | Sell |
5,824
-313
| -5% | -$14.7K | 0.01% | 350 |
|
|
2019
Q2 | $304K | Buy |
6,137
+906
| +17% | +$44.9K | 0.01% | 339 |
|
|
2019
Q1 | $223K | Buy |
+5,231
| New | +$223K | 0.01% | 380 |
|
|
2018
Q4 | – | Sell |
-5,254
| Closed | -$245K | – | 399 |
|
|
2018
Q3 | $245K | Hold |
5,254
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $229K | Buy |
+5,254
| New | +$229K | 0.01% | 368 |
|
|
2018
Q1 | – | Sell |
-9,545
| Closed | -$483K | – | 619 |
|
|
2017
Q4 | $483K | Sell |
9,545
-415
| -4% | -$21K | 0.02% | 261 |
|
|
2017
Q3 | $518K | Sell |
9,960
-1,085
| -10% | -$56.4K | 0.02% | 248 |
|
|
2017
Q2 | $607K | Sell |
11,045
-5,880
| -35% | -$323K | 0.02% | 231 |
|
|
2017
Q1 | $894K | Buy |
16,925
+4,746
| +39% | +$251K | 0.04% | 189 |
|
|
2016
Q4 | $656K | Sell |
12,179
-1,319
| -10% | -$71K | 0.03% | 228 |
|
|
2016
Q3 | $600K | Sell |
13,498
-2,320
| -15% | -$103K | 0.02% | 227 |
|
|
2016
Q2 | $630K | Buy |
15,818
+2,340
| +17% | +$93.2K | 0.03% | 219 |
|
|
2016
Q1 | $592K | Buy |
13,478
+1,058
| +9% | +$46.5K | 0.03% | 216 |
|
|
2015
Q4 | $598K | Buy |
12,420
+780
| +7% | +$37.6K | 0.03% | 230 |
|
|
2015
Q3 | $547K | Sell |
11,640
-56
| -0.5% | -$2.63K | 0.03% | 242 |
|
|
2015
Q2 | $653K | Sell |
11,696
-2,344
| -17% | -$131K | 0.03% | 243 |
|
|
2015
Q1 | $709K | Sell |
14,040
-84,008
| -86% | -$4.24M | 0.03% | 228 |
|
|
2014
Q4 | $5.3M | Buy |
98,048
+2,291
| +2% | +$124K | 0.26% | 84 |
|
|
2014
Q3 | $5.15M | Sell |
95,757
-1,677
| -2% | -$90.1K | 0.26% | 89 |
|
|
2014
Q2 | $5.42M | Buy |
97,434
+744
| +0.8% | +$41.3K | 0.28% | 83 |
|
|
2014
Q1 | $5.11M | Sell |
96,690
-1,052
| -1% | -$55.6K | 0.29% | 86 |
|
|
2013
Q4 | $5.27M | Buy |
97,742
+711
| +0.7% | +$38.3K | 0.29% | 93 |
|
|
2013
Q3 | $4.55M | Buy |
97,031
+5,724
| +6% | +$269K | 0.26% | 100 |
|
|
2013
Q2 | $4.18M | Buy |
+91,307
| New | +$4.18M | 0.24% | 108 |
|