DWM
Defined Wealth Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
465
-2
| -0.4% | -$2.35K | 0.34% | 63 |
|
|
2025
Q1 | $551K | Sell |
467
-1
| -0.2% | -$1.18K | 0.37% | 59 |
|
|
2024
Q4 | $573K | Hold |
468
| – | – | 0.38% | 59 |
|
|
2024
Q3 | $702K | Buy |
468
+1
| +0.2% | +$1.5K | 0.46% | 52 |
|
|
2024
Q2 | $653K | Buy |
467
+3
| +0.6% | +$4.19K | 0.45% | 57 |
|
|
2024
Q1 | $618K | Hold |
464
| – | – | 0.44% | 59 |
|
|
2023
Q4 | $563K | Hold |
464
| – | – | 0.43% | 59 |
|
|
2023
Q3 | $514K | Buy |
464
+1
| +0.2% | +$1.11K | 0.44% | 61 |
|
|
2023
Q2 | $607K | Hold |
463
| – | – | 0.51% | 52 |
|
|
2023
Q1 | $708K | Hold |
463
| – | – | 0.66% | 42 |
|
|
2022
Q4 | $669K | Hold |
463
| – | – | 0.63% | 45 |
|
|
2022
Q3 | $502K | Hold |
463
| – | – | 0.55% | 43 |
|
|
2022
Q2 | $532K | Hold |
463
| – | – | 0.55% | 46 |
|
|
2022
Q1 | $636K | Hold |
463
| – | – | 0.56% | 40 |
|
|
2021
Q4 | $786K | Hold |
463
| – | – | 0.64% | 38 |
|
|
2021
Q3 | $638K | Hold |
463
| – | – | 0.57% | 40 |
|
|
2021
Q2 | $641K | Hold |
463
| – | – | 0.57% | 37 |
|
|
2021
Q1 | $535K | Hold |
463
| – | – | 0.51% | 41 |
|
|
2020
Q4 | $528K | Buy |
+463
| New | +$528K | 0.52% | 45 |
|