Montag & Associates’s MetLife MET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $863K | Hold |
10,737
| – | – | 0.04% | 253 |
|
2025
Q1 | $862K | Hold |
10,737
| – | – | 0.04% | 253 |
|
2024
Q4 | $879K | Sell |
10,737
-1,200
| -10% | -$98.3K | 0.04% | 256 |
|
2024
Q3 | $985K | Sell |
11,937
-305
| -2% | -$25.2K | 0.05% | 248 |
|
2024
Q2 | $859K | Buy |
12,242
+305
| +3% | +$21.4K | 0.04% | 246 |
|
2024
Q1 | $885K | Hold |
11,937
| – | – | 0.04% | 259 |
|
2023
Q4 | $789K | Hold |
11,937
| – | – | 0.04% | 257 |
|
2023
Q3 | $751K | Sell |
11,937
-105
| -0.9% | -$6.61K | 0.05% | 252 |
|
2023
Q2 | $681K | Hold |
12,042
| – | – | 0.04% | 258 |
|
2023
Q1 | $698K | Hold |
12,042
| – | – | 0.05% | 248 |
|
2022
Q4 | $871K | Hold |
12,042
| – | – | 0.06% | 217 |
|
2022
Q3 | $732K | Sell |
12,042
-225
| -2% | -$13.7K | 0.05% | 232 |
|
2022
Q2 | $770K | Hold |
12,267
| – | – | 0.05% | 229 |
|
2022
Q1 | $862K | Buy |
12,267
+225
| +2% | +$15.8K | 0.05% | 238 |
|
2021
Q4 | $753K | Hold |
12,042
| – | – | 0.04% | 260 |
|
2021
Q3 | $743K | Hold |
12,042
| – | – | 0.04% | 253 |
|
2021
Q2 | $721K | Sell |
12,042
-863
| -7% | -$51.7K | 0.04% | 261 |
|
2021
Q1 | $784K | Hold |
12,905
| – | – | 0.04% | 242 |
|
2020
Q4 | $606K | Sell |
12,905
-430
| -3% | -$20.2K | 0.04% | 257 |
|
2020
Q3 | $496K | Buy |
13,335
+1,100
| +9% | +$40.9K | 0.04% | 230 |
|
2020
Q2 | $447K | Sell |
12,235
-8,060
| -40% | -$294K | 0.04% | 227 |
|
2020
Q1 | $620K | Sell |
20,295
-3,900
| -16% | -$119K | 0.06% | 201 |
|
2019
Q4 | $1.23M | Sell |
24,195
-1,600
| -6% | -$81.5K | 0.1% | 171 |
|
2019
Q3 | $1.22M | Hold |
25,795
| – | – | 0.11% | 165 |
|
2019
Q2 | $1.28M | Sell |
25,795
-17,255
| -40% | -$857K | 0.11% | 156 |
|
2019
Q1 | $1.83M | Sell |
43,050
-3,706
| -8% | -$158K | 0.17% | 125 |
|
2018
Q4 | $1.92M | Sell |
46,756
-10,197
| -18% | -$419K | 0.21% | 112 |
|
2018
Q3 | $2.66M | Buy |
56,953
+4,833
| +9% | +$226K | 0.23% | 104 |
|
2018
Q2 | $2.27M | Buy |
52,120
+96
| +0.2% | +$4.19K | 0.23% | 110 |
|
2018
Q1 | $2.39M | Sell |
52,024
-50,220
| -49% | -$2.3M | 0.25% | 112 |
|
2017
Q4 | $5.17M | Buy |
102,244
+626
| +0.6% | +$31.6K | 0.5% | 57 |
|
2017
Q3 | $5.28M | Sell |
101,618
-12,409
| -11% | -$645K | 0.57% | 49 |
|
2017
Q2 | $5.58M | Sell |
114,027
-8,640
| -7% | -$423K | 0.63% | 47 |
|
2017
Q1 | $5.78M | Sell |
122,667
-24,113
| -16% | -$1.14M | 0.65% | 47 |
|
2016
Q4 | $7.05M | Buy |
146,780
+85,512
| +140% | +$4.11M | 0.83% | 31 |
|
2016
Q3 | $2.43M | Buy |
+61,268
| New | +$2.43M | 0.31% | 98 |
|
2016
Q1 | – | Sell |
-38,288
| Closed | -$1.65M | – | 240 |
|
2015
Q4 | $1.65M | Buy |
+38,288
| New | +$1.65M | 0.24% | 108 |
|
2013
Q4 | – | Sell |
-8,002
| Closed | -$335K | – | 233 |
|
2013
Q3 | $335K | Hold |
8,002
| – | – | 0.06% | 179 |
|
2013
Q2 | $326K | Buy |
+8,002
| New | +$326K | 0.07% | 173 |
|