Baldwin Wealth Partners’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
298
-144
| -33% | -$169K | 0.02% | 171 |
|
|
2025
Q1 | $522K | Hold |
442
| – | – | 0.04% | 140 |
|
|
2024
Q4 | $541K | Hold |
442
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $663K | Buy |
442
+20
| +5% | +$30K | 0.05% | 161 |
|
|
2024
Q2 | $590K | Sell |
422
-7
| -2% | -$9.78K | 0.05% | 129 |
|
|
2024
Q1 | $571K | Sell |
429
-21
| -5% | -$28K | 0.04% | 140 |
|
|
2023
Q4 | $546K | Sell |
450
-12
| -3% | -$14.6K | 0.04% | 140 |
|
|
2023
Q3 | $512K | Sell |
462
-38
| -8% | -$42.1K | 0.04% | 147 |
|
|
2023
Q2 | $656K | Hold |
500
| – | – | 0.05% | 133 |
|
|
2023
Q1 | $765K | Sell |
500
-92
| -16% | -$141K | 0.07% | 124 |
|
|
2022
Q4 | $856K | Buy |
592
+151
| +34% | +$218K | 0.08% | 119 |
|
|
2022
Q3 | $478K | Sell |
441
-8
| -2% | -$8.67K | 0.07% | 98 |
|
|
2022
Q2 | $516K | Sell |
449
-11
| -2% | -$12.6K | 0.07% | 106 |
|
|
2022
Q1 | $632K | Sell |
460
-14
| -3% | -$19.2K | 0.07% | 100 |
|
|
2021
Q4 | $804K | Buy |
474
+9
| +2% | +$15.3K | 0.08% | 85 |
|
|
2021
Q3 | $640K | Sell |
465
-6
| -1% | -$8.26K | 0.07% | 94 |
|
|
2021
Q2 | $652K | Sell |
471
-46
| -9% | -$63.7K | 0.07% | 93 |
|
|
2021
Q1 | $597K | Buy |
517
+15
| +3% | +$17.3K | 0.07% | 92 |
|
|
2020
Q4 | $572K | Sell |
502
-11
| -2% | -$12.5K | 0.07% | 93 |
|
|
2020
Q3 | $495K | Buy |
513
+51
| +11% | +$49.2K | 0.07% | 102 |
|
|
2020
Q2 | $372K | Sell |
462
-169
| -27% | -$136K | 0.05% | 113 |
|
|
2020
Q1 | $436K | Buy |
631
+31
| +5% | +$21.4K | 0.08% | 99 |
|
|
2019
Q4 | $476K | Hold |
600
| – | – | 0.07% | 111 |
|
|
2019
Q3 | $423K | Hold |
600
| – | – | 0.06% | 115 |
|
|
2019
Q2 | $504K | Hold |
600
| – | – | 0.07% | 120 |
|
|
2019
Q1 | $434K | Hold |
600
| – | – | 0.06% | 137 |
|
|
2018
Q4 | $339K | Hold |
600
| – | – | 0.06% | 144 |
|
|
2018
Q3 | $365K | Hold |
600
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $347K | Hold |
600
| – | – | 0.05% | 156 |
|
|
2018
Q1 | $345K | Hold |
600
| – | – | 0.06% | 153 |
|
|
2017
Q4 | $372K | Hold |
600
| – | – | 0.06% | 149 |
|
|
2017
Q3 | $376K | Hold |
600
| – | – | 0.06% | 143 |
|
|
2017
Q2 | $353K | Hold |
600
| – | – | 0.06% | 156 |
|
|
2017
Q1 | $287K | Hold |
600
| – | – | 0.05% | 163 |
|
|
2016
Q4 | $251K | Hold |
600
| – | – | 0.05% | 165 |
|
|
2016
Q3 | $252K | Hold |
600
| – | – | 0.05% | 165 |
|
|
2016
Q2 | $219K | Sell |
600
-100
| -14% | -$36.5K | 0.05% | 160 |
|
|
2016
Q1 | $241K | Hold |
700
| – | – | 0.04% | 187 |
|
|
2015
Q4 | $237K | Buy |
+700
| New | +$237K | 0.04% | 203 |
|
|
2015
Q3 | – | Sell |
-700
| Closed | -$239K | – | 253 |
|
|
2015
Q2 | $239K | Hold |
700
| – | – | 0.04% | 212 |
|
|
2015
Q1 | $230K | Hold |
700
| – | – | 0.03% | 215 |
|
|
2014
Q4 | $212K | Buy |
+700
| New | +$212K | 0.03% | 225 |
|
|
2014
Q1 | – | Sell |
-900
| Closed | -$218K | – | 248 |
|
|
2013
Q4 | $218K | Hold |
900
| – | – | 0.04% | 220 |
|
|
2013
Q3 | $216K | Buy |
+900
| New | +$216K | 0.04% | 216 |
|