CWM
Campbell Wealth Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $608K | Buy |
+497
| New | +$608K | 0.05% | 40 |
|
|
2024
Q2 | – | Sell |
-497
| Closed | -$662K | – | 78 |
|
|
2024
Q1 | $662K | Buy |
+497
| New | +$662K | 0.07% | 37 |
|
|
2023
Q4 | – | Sell |
-497
| Closed | -$551K | – | 70 |
|
|
2023
Q3 | $551K | Hold |
497
| – | – | 0.07% | 33 |
|
|
2023
Q2 | $652K | Hold |
497
| – | – | 0.08% | 29 |
|
|
2023
Q1 | $761K | Sell |
497
-1
| -0.2% | -$1.53K | 0.1% | 30 |
|
|
2022
Q4 | $720K | Sell |
498
-66
| -12% | -$95.4K | 0.1% | 29 |
|
|
2022
Q3 | $611K | Buy |
+564
| New | +$611K | 0.09% | 31 |
|
|
2022
Q2 | – | Sell |
-564
| Closed | -$774K | – | 68 |
|
|
2022
Q1 | $774K | Hold |
564
| – | – | 0.09% | 22 |
|
|
2021
Q4 | $957K | Sell |
564
-8
| -1% | -$13.6K | 0.11% | 22 |
|
|
2021
Q3 | $788K | Hold |
572
| – | – | 0.11% | 21 |
|
|
2021
Q2 | $792K | Hold |
572
| – | – | 0.11% | 21 |
|
|
2021
Q1 | $661K | Hold |
572
| – | – | 0.09% | 24 |
|
|
2020
Q4 | $652K | Hold |
572
| – | – | 0.1% | 25 |
|
|
2020
Q3 | $552K | Hold |
572
| – | – | 0.09% | 26 |
|
|
2020
Q2 | $461K | Hold |
572
| – | – | 0.08% | 27 |
|
|
2020
Q1 | $395K | Hold |
572
| – | – | 0.09% | 27 |
|
|
2019
Q4 | $454K | Hold |
572
| – | – | 0.09% | 29 |
|
|
2019
Q3 | $403K | Hold |
572
| – | – | 0.09% | 31 |
|
|
2019
Q2 | $480K | Hold |
572
| – | – | 0.12% | 26 |
|
|
2019
Q1 | $414K | Hold |
572
| – | – | 0.11% | 26 |
|
|
2018
Q4 | $324K | Buy |
+572
| New | +$324K | 0.1% | 32 |
|