Creative Planning’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 | $4.2M | Buy |
3,574
+703
| +24% | +$826K | ﹤0.01% | 844 |
|
|
2025
Q1 | $3.39M | Sell |
2,871
-156
| -5% | -$184K | ﹤0.01% | 877 |
|
|
2024
Q4 | $3.7M | Buy |
3,027
+266
| +10% | +$325K | ﹤0.01% | 795 |
|
|
2024
Q3 | $4.14M | Buy |
2,761
+63
| +2% | +$94.5K | ﹤0.01% | 712 |
|
|
2024
Q2 | $3.77M | Buy |
2,698
+306
| +13% | +$428K | ﹤0.01% | 722 |
|
|
2024
Q1 | $3.18M | Buy |
2,392
+416
| +21% | +$554K | ﹤0.01% | 778 |
|
|
2023
Q4 | $2.4M | Buy |
1,976
+526
| +36% | +$638K | ﹤0.01% | 841 |
|
|
2023
Q3 | $1.61M | Buy |
1,450
+360
| +33% | +$399K | ﹤0.01% | 950 |
|
|
2023
Q2 | $1.43M | Buy |
1,090
+148
| +16% | +$194K | ﹤0.01% | 959 |
|
|
2023
Q1 | $1.44M | Sell |
942
-211
| -18% | -$323K | ﹤0.01% | 905 |
|
|
2022
Q4 | $1.67M | Buy |
1,153
+146
| +14% | +$211K | ﹤0.01% | 818 |
|
|
2022
Q3 | $1.09M | Buy |
1,007
+149
| +17% | +$162K | ﹤0.01% | 927 |
|
|
2022
Q2 | $986K | Buy |
858
+68
| +9% | +$78.1K | ﹤0.01% | 984 |
|
|
2022
Q1 | $1.09M | Buy |
790
+3
| +0.4% | +$4.12K | ﹤0.01% | 947 |
|
|
2021
Q4 | $1.34M | Buy |
787
+18
| +2% | +$30.6K | ﹤0.01% | 828 |
|
|
2021
Q3 | $1.06M | Buy |
769
+16
| +2% | +$22K | ﹤0.01% | 921 |
|
|
2021
Q2 | $1.04M | Sell |
753
-139
| -16% | -$193K | ﹤0.01% | 914 |
|
|
2021
Q1 | $1.03M | Buy |
892
+133
| +18% | +$154K | ﹤0.01% | 999 |
|
|
2020
Q4 | $865K | Buy |
759
+2
| +0.3% | +$2.28K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $731K | Sell |
757
-1
| -0.1% | -$966 | ﹤0.01% | 936 |
|
|
2020
Q2 | $611K | Buy |
758
+158
| +26% | +$127K | ﹤0.01% | 934 |
|
|
2020
Q1 | $414K | Sell |
600
-72
| -11% | -$49.7K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $533K | Buy |
672
+36
| +6% | +$28.6K | ﹤0.01% | 1071 |
|
|
2019
Q3 | $448K | Sell |
636
-4
| -0.6% | -$2.82K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $538K | Buy |
640
+2
| +0.3% | +$1.68K | ﹤0.01% | 1032 |
|
|
2019
Q1 | $461K | Sell |
638
-78
| -11% | -$56.4K | ﹤0.01% | 1072 |
|
|
2018
Q4 | $405K | Buy |
716
+160
| +29% | +$90.5K | ﹤0.01% | 1064 |
|
|
2018
Q3 | $339K | Buy |
556
+71
| +15% | +$43.3K | ﹤0.01% | 1306 |
|
|
2018
Q2 | $281K | Sell |
485
-91
| -16% | -$52.7K | ﹤0.01% | 1402 |
|
|
2018
Q1 | $331K | Sell |
576
-158
| -22% | -$90.8K | ﹤0.01% | 1283 |
|
|
2017
Q4 | $455K | Sell |
734
-6
| -0.8% | -$3.72K | ﹤0.01% | 1127 |
|
|
2017
Q3 | $463K | Sell |
740
-572
| -44% | -$358K | ﹤0.01% | 1085 |
|
|
2017
Q2 | $772K | Buy |
1,312
+161
| +14% | +$94.7K | ﹤0.01% | 807 |
|
|
2017
Q1 | $551K | Buy |
1,151
+79
| +7% | +$37.8K | ﹤0.01% | 935 |
|
|
2016
Q4 | $449K | Buy |
1,072
+145
| +16% | +$60.7K | ﹤0.01% | 969 |
|
|
2016
Q3 | $389K | Buy |
927
+758
| +449% | +$318K | ﹤0.01% | 1024 |
|
|
2016
Q2 | $62K | Buy |
169
+18
| +12% | +$6.6K | ﹤0.01% | 1976 |
|
|
2016
Q1 | $52K | Sell |
151
-10
| -6% | -$3.44K | ﹤0.01% | 2062 |
|
|
2015
Q4 | $55K | Buy |
161
+10
| +7% | +$3.42K | ﹤0.01% | 2020 |
|
|
2015
Q3 | $43K | Buy |
+151
| New | +$43K | ﹤0.01% | 2134 |
|
|
2015
Q2 | – | Sell |
-145
| Closed | -$48K | – | 2188 |
|
|
2015
Q1 | $48K | Hold |
145
| – | – | ﹤0.01% | 2043 |
|
|
2014
Q4 | $44K | Hold |
145
| – | – | ﹤0.01% | 2071 |
|
|
2014
Q3 | $37K | Hold |
145
| – | – | ﹤0.01% | 2113 |
|
|
2014
Q2 | $37K | Sell |
145
-5
| -3% | -$1.28K | ﹤0.01% | 2059 |
|
|
2014
Q1 | $35K | Buy |
150
+2
| +1% | +$467 | ﹤0.01% | 2018 |
|
|
2013
Q4 | $36K | Buy |
148
+3
| +2% | +$730 | ﹤0.01% | 1816 |
|
|
2013
Q3 | $35K | Buy |
145
+40
| +38% | +$9.66K | ﹤0.01% | 1740 |
|
|
2013
Q2 | $21K | Buy |
+105
| New | +$21K | ﹤0.01% | 1900 |
|