Baker Tilly Wealth Management’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-349
| Closed | -$465K | – | 365 |
|
|
2024
Q1 | $465K | Hold |
349
| – | – | 0.08% | 270 |
|
|
2023
Q4 | $423K | Sell |
349
-9
| -3% | -$10.9K | 0.07% | 320 |
|
|
2023
Q3 | $397K | Sell |
358
-12
| -3% | -$13.3K | 0.07% | 311 |
|
|
2023
Q2 | $485K | Buy |
370
+5
| +1% | +$6.56K | 0.05% | 345 |
|
|
2023
Q1 | $559K | Hold |
365
| – | – | 0.06% | 303 |
|
|
2022
Q4 | $528K | Sell |
365
-12
| -3% | -$17.3K | 0.07% | 306 |
|
|
2022
Q3 | $409K | Sell |
377
-3
| -0.8% | -$3.26K | 0.06% | 338 |
|
|
2022
Q2 | $437K | Sell |
380
-431
| -53% | -$496K | 0.06% | 341 |
|
|
2022
Q1 | $1.11M | Buy |
811
+28
| +4% | +$38.5K | 0.12% | 176 |
|
|
2021
Q4 | $1.33M | Buy |
783
+168
| +27% | +$285K | 0.14% | 153 |
|
|
2021
Q3 | $847K | Buy |
615
+96
| +18% | +$132K | 0.11% | 193 |
|
|
2021
Q2 | $719K | Buy |
519
+65
| +14% | +$90K | 0.12% | 196 |
|
|
2021
Q1 | $525K | Buy |
454
+244
| +116% | +$282K | 0.11% | 229 |
|
|
2020
Q4 | $239K | Buy |
+210
| New | +$239K | 0.07% | 287 |
|