Perigon Wealth Management’s MetLife MET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
7,994
-143
| -2% | -$11.5K | 0.02% | 606 |
|
|
2025
Q1 | $653K | Buy |
8,137
+7
| +0.1% | +$562 | 0.02% | 563 |
|
|
2024
Q4 | $698K | Buy |
8,130
+759
| +10% | +$65.2K | 0.02% | 540 |
|
|
2024
Q3 | $608K | Buy |
7,371
+114
| +2% | +$9.4K | 0.02% | 555 |
|
|
2024
Q2 | $509K | Sell |
7,257
-427
| -6% | -$30K | 0.01% | 529 |
|
|
2024
Q1 | $569K | Sell |
7,684
-2,516
| -25% | -$186K | 0.02% | 502 |
|
|
2023
Q4 | $675K | Sell |
10,200
-225
| -2% | -$14.9K | 0.02% | 424 |
|
|
2023
Q3 | $656K | Buy |
10,425
+307
| +3% | +$19.3K | 0.03% | 389 |
|
|
2023
Q2 | $572K | Sell |
10,118
-3,046
| -23% | -$172K | 0.02% | 429 |
|
|
2023
Q1 | $763K | Buy |
13,164
+780
| +6% | +$45.2K | 0.04% | 319 |
|
|
2022
Q4 | $896K | Buy |
12,384
+8,661
| +233% | +$627K | 0.06% | 287 |
|
|
2022
Q3 | $226K | Buy |
3,723
+174
| +5% | +$10.6K | 0.02% | 504 |
|
|
2022
Q2 | $223K | Buy |
+3,549
| New | +$223K | 0.02% | 513 |
|
|
2021
Q1 | – | Sell |
-2,582
| Closed | -$121K | – | 807 |
|
|
2020
Q4 | $121K | Buy |
+2,582
| New | +$121K | 0.01% | 501 |
|
|
2019
Q3 | – | Sell |
-5,528
| Closed | -$275K | – | 251 |
|
|
2019
Q2 | $275K | Hold |
5,528
| – | – | 0.06% | 185 |
|
|
2019
Q1 | $247K | Buy |
5,528
+60
| +1% | +$2.68K | 0.06% | 186 |
|
|
2018
Q4 | $249K | Buy |
+5,468
| New | +$249K | 0.06% | 182 |
|
|
2018
Q2 | – | Sell |
-1,650
| Closed | -$76K | – | 468 |
|
|
2018
Q1 | $76K | Hold |
1,650
| – | – | 0.03% | 265 |
|
|
2017
Q4 | $83K | Buy |
1,650
+150
| +10% | +$7.55K | 0.03% | 229 |
|
|
2017
Q3 | $78K | Sell |
1,500
-148
| -9% | -$7.7K | 0.03% | 289 |
|
|
2017
Q2 | $81K | Hold |
1,648
| – | – | 0.02% | 322 |
|
|
2017
Q1 | $78K | Hold |
1,648
| – | – | 0.02% | 335 |
|
|
2016
Q4 | $81K | Buy |
+1,648
| New | +$81K | 0.02% | 306 |
|
|
2016
Q3 | – | Sell |
-1,502
| Closed | -$53K | – | 624 |
|
|
2016
Q2 | $53K | Buy |
+1,502
| New | +$53K | 0.01% | 273 |
|