Forvis Mazars 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 | $1.81M | Buy |
22,455
+992
| +5% | +$79.8K | 0.04% | 166 |
|
2025
Q1 | $1.72M | Sell |
21,463
-1,216
| -5% | -$97.6K | 0.04% | 166 |
|
2024
Q4 | $1.86M | Buy |
22,679
+343
| +2% | +$28.1K | 0.04% | 163 |
|
2024
Q3 | $1.84M | Buy |
22,336
+705
| +3% | +$58.1K | 0.04% | 173 |
|
2024
Q2 | $1.52M | Buy |
21,631
+727
| +3% | +$51K | 0.04% | 181 |
|
2024
Q1 | $1.55M | Buy |
20,904
+535
| +3% | +$39.6K | 0.04% | 181 |
|
2023
Q4 | $1.35M | Sell |
20,369
-1,066
| -5% | -$70.5K | 0.04% | 183 |
|
2023
Q3 | $1.35M | Sell |
21,435
-14,017
| -40% | -$882K | 0.04% | 182 |
|
2023
Q2 | $2M | Buy |
35,452
+17,236
| +95% | +$974K | 0.06% | 163 |
|
2023
Q1 | $1.06M | Buy |
18,216
+1,690
| +10% | +$97.9K | 0.03% | 198 |
|
2022
Q4 | $1.2M | Buy |
16,526
+849
| +5% | +$61.4K | 0.04% | 186 |
|
2022
Q3 | $953K | Buy |
15,677
+1,154
| +8% | +$70.2K | 0.04% | 193 |
|
2022
Q2 | $912K | Buy |
14,523
+960
| +7% | +$60.3K | 0.04% | 194 |
|
2022
Q1 | $953K | Buy |
13,563
+3,422
| +34% | +$240K | 0.04% | 145 |
|
2021
Q4 | $634K | Buy |
+10,141
| New | +$634K | 0.03% | 163 |
|
2020
Q1 | – | Sell |
-11,669
| Closed | -$595K | – | 300 |
|
2019
Q4 | $595K | Buy |
11,669
+351
| +3% | +$17.9K | 0.04% | 170 |
|
2019
Q3 | $534K | Sell |
11,318
-37
| -0.3% | -$1.75K | 0.04% | 165 |
|
2019
Q2 | $564K | Sell |
11,355
-1,042
| -8% | -$51.8K | 0.05% | 151 |
|
2019
Q1 | $528K | Buy |
+12,397
| New | +$528K | 0.04% | 158 |
|
2018
Q1 | – | Sell |
-4,528
| Closed | -$229K | – | 251 |
|
2017
Q4 | $229K | Buy |
4,528
+560
| +14% | +$28.3K | 0.02% | 226 |
|
2017
Q3 | $206K | Sell |
3,968
-403
| -9% | -$20.9K | 0.02% | 216 |
|
2017
Q2 | $214K | Sell |
4,371
-86
| -2% | -$4.21K | 0.02% | 211 |
|
2017
Q1 | $210K | Buy |
+4,457
| New | +$210K | 0.03% | 205 |
|
2015
Q3 | – | Sell |
-4,899
| Closed | -$244K | – | 194 |
|
2015
Q2 | $244K | Buy |
+4,899
| New | +$244K | 0.04% | 161 |
|
2015
Q1 | – | Sell |
-4,638
| Closed | -$224K | – | 190 |
|
2014
Q4 | $224K | Buy |
+4,638
| New | +$224K | 0.04% | 145 |
|
2014
Q2 | – | Sell |
-4,942
| Closed | -$234K | – | 153 |
|
2014
Q1 | $234K | Sell |
4,942
-28
| -0.6% | -$1.33K | 0.04% | 147 |
|
2013
Q4 | $239K | Sell |
4,970
-404
| -8% | -$19.4K | 0.04% | 140 |
|
2013
Q3 | $225K | Sell |
5,374
-1,120
| -17% | -$46.9K | 0.05% | 135 |
|
2013
Q2 | $265K | Buy |
+6,494
| New | +$265K | 0.21% | 85 |
|