Mount Yale Investment 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 | $813K | Sell |
10,103
-124
| -1% | -$9.97K | 0.06% | 249 |
|
2025
Q1 | $821K | Sell |
10,227
-266
| -3% | -$21.4K | 0.07% | 229 |
|
2024
Q4 | $859K | Sell |
10,493
-3,906
| -27% | -$320K | 0.07% | 234 |
|
2024
Q3 | $1.19M | Sell |
14,399
-623
| -4% | -$51.4K | 0.11% | 172 |
|
2024
Q2 | $1.05M | Buy |
15,022
+3,284
| +28% | +$231K | 0.08% | 198 |
|
2024
Q1 | $870K | Sell |
11,738
-61
| -0.5% | -$4.52K | 0.07% | 245 |
|
2023
Q4 | $780K | Sell |
11,799
-597
| -5% | -$39.5K | 0.07% | 241 |
|
2023
Q3 | $780K | Sell |
12,396
-351
| -3% | -$22.1K | 0.08% | 225 |
|
2023
Q2 | $721K | Buy |
12,747
+3,876
| +44% | +$219K | 0.08% | 252 |
|
2023
Q1 | $514K | Sell |
8,871
-212
| -2% | -$12.3K | 0.06% | 294 |
|
2022
Q4 | $657K | Hold |
9,083
| – | – | 0.07% | 250 |
|
2022
Q3 | $552K | Buy |
+9,083
| New | +$552K | 0.07% | 257 |
|
2018
Q4 | – | Sell |
-1,499
| Closed | -$68K | – | 583 |
|
2018
Q3 | $68K | Sell |
1,499
-846
| -36% | -$38.4K | 0.01% | 550 |
|
2018
Q2 | $102K | Hold |
2,345
| – | – | 0.02% | 451 |
|
2018
Q1 | $108K | Buy |
+2,345
| New | +$108K | 0.02% | 431 |
|