Congress Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$653K	Sell	556 -64	-10%	-$71.5K	0.01%	837
2025 Q1	$737K	Buy	620 +443	+250%	+$566K	0.01%	705
2024 Q4	$218K	Sell	177 -14	-7%	-$18.3K	﹤0.01%	839
2024 Q3	$288K	Sell	191 -12	-6%	-$16.8K	﹤0.01%	740
2024 Q2	$285K	Sell	203 -10,281	-98%	-$14.1M	﹤0.01%	630
2024 Q1	$14M	Buy	10,484 +538	+5%	+$663K	0.24%	122
2023 Q4	$12.1M	Sell	9,946 -269	-3%	-$291K	0.22%	134
2023 Q3	$11.3M	Buy	10,215 +144	+1%	+$176K	0.23%	126
2023 Q2	$13.2M	Sell	10,071 -174	-2%	-$245K	0.31%	89
2023 Q1	$15.7M	Buy	10,245 +17	+0.2%	+$25.5K	0.38%	57
2022 Q4	$14.8M	Sell	10,228 -360	-3%	-$482K	0.38%	56
2022 Q3	$11.5M	Buy	10,588 +206	+2%	+$256K	0.31%	81
2022 Q2	$11.9M	Sell	10,382 -130	-1%	-$163K	0.3%	80
2022 Q1	$14.4M	Buy	10,512 +202	+2%	+$292K	0.32%	79
2021 Q4	$17.5M	Buy	+10,310	New	+$15.6M	0.35%	73