Carson Wealth (CWM LLC)’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
868
+211
| +32% | +$248K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $776K | Buy |
657
+16
| +2% | +$18.9K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $784K | Buy |
641
+13
| +2% | +$15.9K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $942K | Buy |
628
+3
| +0.5% | +$4.5K | ﹤0.01% | 1074 |
|
|
2024
Q2 | $873K | Buy |
625
+43
| +7% | +$60.1K | ﹤0.01% | 966 |
|
|
2024
Q1 | $775K | Sell |
582
-22
| -4% | -$29.3K | ﹤0.01% | 961 |
|
|
2023
Q4 | $733K | Buy |
604
+4
| +0.7% | +$4.85K | ﹤0.01% | 928 |
|
|
2023
Q3 | $665K | Buy |
600
+27
| +5% | +$29.9K | ﹤0.01% | 887 |
|
|
2023
Q2 | $752K | Buy |
573
+10
| +2% | +$13.1K | ﹤0.01% | 804 |
|
|
2023
Q1 | $862K | Buy |
563
+19
| +3% | +$29.1K | 0.01% | 700 |
|
|
2022
Q4 | $786K | Sell |
544
-15
| -3% | -$21.7K | 0.01% | 681 |
|
|
2022
Q3 | $606K | Buy |
559
+42
| +8% | +$45.5K | ﹤0.01% | 694 |
|
|
2022
Q2 | $594K | Buy |
517
+71
| +16% | +$81.6K | ﹤0.01% | 689 |
|
|
2022
Q1 | $612K | Buy |
446
+49
| +12% | +$67.2K | ﹤0.01% | 668 |
|
|
2021
Q4 | $674K | Buy |
+397
| New | +$674K | ﹤0.01% | 654 |
|
|
2021
Q2 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2020
Q4 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2020
Q3 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2020
Q2 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2020
Q1 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2019
Q4 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2019
Q3 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2019
Q2 | $348K | Hold |
251
| – | – | ﹤0.01% | 745 |
|
|
2019
Q1 | $348K | Buy |
251
+157
| +167% | +$218K | ﹤0.01% | 745 |
|
|
2018
Q4 | $53K | Buy |
94
+49
| +109% | +$27.6K | ﹤0.01% | 867 |
|
|
2018
Q3 | $27K | Buy |
45
+4
| +10% | +$2.4K | ﹤0.01% | 887 |
|
|
2018
Q2 | $24K | Hold |
41
| – | – | ﹤0.01% | 797 |
|
|
2018
Q1 | $24K | Hold |
41
| – | – | ﹤0.01% | 682 |
|
|
2017
Q4 | $25K | Hold |
41
| – | – | ﹤0.01% | 658 |
|
|
2017
Q3 | $26K | Hold |
41
| – | – | ﹤0.01% | 659 |
|
|
2017
Q2 | $24K | Hold |
41
| – | – | ﹤0.01% | 607 |
|
|
2017
Q1 | $20K | Hold |
41
| – | – | ﹤0.01% | 601 |
|
|
2016
Q4 | $17K | Hold |
41
| – | – | ﹤0.01% | 618 |
|
|
2016
Q3 | $17K | Buy |
+41
| New | +$17K | ﹤0.01% | 575 |
|