Waldron Private Wealth’s MetLife MET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,194
| Closed | -$425K | – | 371 |
|
|
2024
Q4 | $425K | Sell |
5,194
-1,956
| -27% | -$160K | 0.02% | 274 |
|
|
2024
Q3 | $590K | Buy |
7,150
+332
| +5% | +$27.4K | 0.02% | 230 |
|
|
2024
Q2 | $479K | Sell |
6,818
-1
| -0% | -$70 | 0.02% | 240 |
|
|
2024
Q1 | $505K | Buy |
6,819
+1,944
| +40% | +$144K | 0.02% | 238 |
|
|
2023
Q4 | $322K | Buy |
4,875
+476
| +11% | +$31.5K | 0.02% | 295 |
|
|
2023
Q3 | $277K | Buy |
4,399
+424
| +11% | +$26.7K | 0.01% | 303 |
|
|
2023
Q2 | $225K | Sell |
3,975
-537
| -12% | -$30.4K | 0.01% | 337 |
|
|
2023
Q1 | $261K | Buy |
4,512
+102
| +2% | +$5.91K | 0.01% | 347 |
|
|
2022
Q4 | $268K | Hold |
4,410
| – | – | 0.02% | 316 |
|
|
2022
Q3 | $268K | Buy |
4,410
+188
| +4% | +$11.4K | 0.02% | 318 |
|
|
2022
Q2 | $265K | Buy |
4,222
+169
| +4% | +$10.6K | 0.01% | 316 |
|
|
2022
Q1 | $284K | Buy |
4,053
+99
| +3% | +$6.94K | 0.01% | 327 |
|
|
2021
Q4 | $247K | Buy |
3,954
+210
| +6% | +$13.1K | 0.01% | 338 |
|
|
2021
Q3 | $231K | Buy |
+3,744
| New | +$231K | 0.01% | 326 |
|
|
2020
Q1 | – | Sell |
-6,831
| Closed | -$348K | – | 275 |
|
|
2019
Q4 | $348K | Buy |
6,831
+130
| +2% | +$6.62K | 0.03% | 196 |
|
|
2019
Q3 | $316K | Buy |
6,701
+200
| +3% | +$9.43K | 0.03% | 185 |
|
|
2019
Q2 | $322K | Sell |
6,501
-349
| -5% | -$17.3K | 0.03% | 172 |
|
|
2019
Q1 | $291K | Sell |
6,850
-2,493
| -27% | -$106K | 0.03% | 200 |
|
|
2018
Q4 | $383K | Buy |
9,343
+2,747
| +42% | +$113K | 0.06% | 141 |
|
|
2018
Q3 | $308K | Buy |
6,596
+44
| +0.7% | +$2.06K | 0.06% | 144 |
|
|
2018
Q2 | $285K | Hold |
6,552
| – | – | 0.06% | 138 |
|
|
2018
Q1 | $300K | Buy |
6,552
+190
| +3% | +$8.7K | 0.07% | 125 |
|
|
2017
Q4 | $321K | Hold |
6,362
| – | – | 0.08% | 119 |
|
|
2017
Q3 | $330K | Sell |
6,362
-776
| -11% | -$40.3K | 0.09% | 103 |
|
|
2017
Q2 | $349K | Sell |
7,138
-146
| -2% | -$7.14K | 0.11% | 78 |
|
|
2017
Q1 | $342K | Buy |
7,284
+353
| +5% | +$16.6K | 0.09% | 151 |
|
|
2016
Q4 | $332K | Hold |
6,931
| – | – | 0.11% | 84 |
|
|
2016
Q3 | $274K | Buy |
6,931
+99
| +1% | +$3.91K | 0.1% | 102 |
|
|
2016
Q2 | $242K | Buy |
6,832
+147
| +2% | +$5.21K | 0.09% | 128 |
|
|
2016
Q1 | $261K | Sell |
6,685
-730
| -10% | -$28.5K | 0.1% | 117 |
|
|
2015
Q4 | $318K | Buy |
7,415
+2,039
| +38% | +$87.4K | 0.12% | 99 |
|
|
2015
Q3 | $225K | Sell |
5,376
-2,255
| -30% | -$94.4K | 0.1% | 115 |
|
|
2015
Q2 | $373K | Buy |
7,631
+2,244
| +42% | +$110K | 0.15% | 61 |
|
|
2015
Q1 | $243K | Sell |
5,387
-23
| -0.4% | -$1.04K | 0.1% | 98 |
|
|
2014
Q4 | $261K | Buy |
5,410
+156
| +3% | +$7.53K | 0.11% | 84 |
|
|
2014
Q3 | $251K | Sell |
5,254
-83
| -2% | -$3.97K | 0.12% | 82 |
|
|
2014
Q2 | $264K | Sell |
5,337
-2,073
| -28% | -$103K | 0.12% | 85 |
|
|
2014
Q1 | $349K | Sell |
7,410
-1,813
| -20% | -$85.3K | 0.17% | 54 |
|
|
2013
Q4 | $443K | Buy |
+9,223
| New | +$443K | 0.2% | 46 |
|