Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
556
-64
| -10% | -$75.2K | 0.01% | 837 |
|
|
2025
Q1 | $737K | Buy |
620
+443
| +250% | +$527K | 0.01% | 705 |
|
|
2024
Q4 | $218K | Sell |
177
-14
| -7% | -$17.2K | ﹤0.01% | 839 |
|
|
2024
Q3 | $288K | Sell |
191
-12
| -6% | -$18.1K | ﹤0.01% | 740 |
|
|
2024
Q2 | $285K | Sell |
203
-10,281
| -98% | -$14.4M | ﹤0.01% | 630 |
|
|
2024
Q1 | $14M | Buy |
10,484
+538
| +5% | +$716K | 0.24% | 122 |
|
|
2023
Q4 | $12.1M | Sell |
9,946
-269
| -3% | -$326K | 0.22% | 134 |
|
|
2023
Q3 | $11.3M | Buy |
10,215
+144
| +1% | +$160K | 0.23% | 126 |
|
|
2023
Q2 | $13.2M | Sell |
10,071
-174
| -2% | -$228K | 0.31% | 89 |
|
|
2023
Q1 | $15.7M | Buy |
10,245
+17
| +0.2% | +$26K | 0.38% | 57 |
|
|
2022
Q4 | $14.8M | Sell |
10,228
-360
| -3% | -$520K | 0.38% | 56 |
|
|
2022
Q3 | $11.5M | Buy |
10,588
+206
| +2% | +$223K | 0.31% | 81 |
|
|
2022
Q2 | $11.9M | Sell |
10,382
-130
| -1% | -$149K | 0.3% | 80 |
|
|
2022
Q1 | $14.4M | Buy |
10,512
+202
| +2% | +$277K | 0.32% | 79 |
|
|
2021
Q4 | $17.5M | Buy |
+10,310
| New | +$17.5M | 0.35% | 73 |
|