MSWM
McGlone Suttner Wealth Management’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
19,387
+809
| +4% | +$65.1K | 0.24% | 46 |
|
|
2025
Q1 | $1.49M | Buy |
18,578
+1,709
| +10% | +$137K | 0.24% | 45 |
|
|
2024
Q4 | $1.38M | Buy |
16,869
+750
| +5% | +$61.4K | 0.23% | 46 |
|
|
2024
Q3 | $1.33M | Buy |
16,119
+3,937
| +32% | +$325K | 0.28% | 46 |
|
|
2024
Q2 | $806K | Sell |
12,182
-2,492
| -17% | -$165K | 0.17% | 63 |
|
|
2024
Q1 | $1.09M | Buy |
14,674
+2,492
| +20% | +$185K | 0.2% | 57 |
|
|
2023
Q4 | $806K | Buy |
12,182
+1,271
| +12% | +$84K | 0.16% | 63 |
|
|
2023
Q3 | $686K | Buy |
10,911
+356
| +3% | +$22.4K | 0.16% | 64 |
|
|
2023
Q2 | $597K | Buy |
10,555
+466
| +5% | +$26.3K | 0.14% | 70 |
|
|
2023
Q1 | $585K | Buy |
10,089
+1,185
| +13% | +$68.7K | 0.15% | 64 |
|
|
2022
Q4 | $644K | Buy |
+8,904
| New | +$644K | 0.2% | 56 |
|