Concord 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 | $108K | Hold |
92
| – | – | 0.02% | 261 |
|
|
2025
Q1 | $109K | Hold |
92
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $113K | Hold |
92
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $138K | Hold |
92
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $129K | Hold |
92
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $122K | Hold |
92
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $112K | Hold |
92
| – | – | 0.02% | 268 |
|
|
2023
Q3 | $102K | Hold |
92
| – | – | 0.02% | 278 |
|
|
2023
Q2 | $121K | Hold |
92
| – | – | 0.03% | 249 |
|
|
2023
Q1 | $141K | Hold |
92
| – | – | 0.04% | 209 |
|
|
2022
Q4 | $133K | Buy |
+92
| New | +$133K | 0.04% | 208 |
|
|
2022
Q3 | – | Sell |
-92
| Closed | -$106K | – | 753 |
|
|
2022
Q2 | $106K | Sell |
92
-25
| -21% | -$28.8K | 0.03% | 255 |
|
|
2022
Q1 | $161K | Sell |
117
-2
| -2% | -$2.75K | 0.04% | 216 |
|
|
2021
Q4 | $202K | Buy |
119
+22
| +23% | +$37.3K | 0.05% | 187 |
|
|
2021
Q3 | $134K | Sell |
97
-14
| -13% | -$19.3K | 0.05% | 112 |
|
|
2021
Q2 | $154K | Buy |
111
+7
| +7% | +$9.71K | 0.04% | 169 |
|
|
2021
Q1 | $120K | Buy |
104
+12
| +13% | +$13.8K | 0.04% | 189 |
|
|
2020
Q4 | $105K | Buy |
+92
| New | +$105K | 0.08% | 130 |
|