DWA
Dougherty Wealth Advisers’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Hold |
47
| – | – | 0.04% | 79 |
|
|
2025
Q1 | $55.5K | Hold |
47
| – | – | 0.04% | 78 |
|
|
2024
Q4 | $57.5K | Hold |
47
| – | – | 0.04% | 76 |
|
|
2024
Q3 | $70.5K | Sell |
47
-2
| -4% | -$3K | 0.06% | 68 |
|
|
2024
Q2 | $68.5K | Hold |
49
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $65.2K | Hold |
49
| – | – | 0.06% | 70 |
|
|
2023
Q4 | $59.4K | Hold |
49
| – | – | 0.05% | 76 |
|
|
2023
Q3 | $54.3K | Hold |
49
| – | – | 0.06% | 73 |
|
|
2023
Q2 | $64.3K | Hold |
49
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $75K | Hold |
49
| – | – | 0.11% | 71 |
|
|
2022
Q4 | $70.8K | Hold |
49
| – | – | 0.12% | 73 |
|
|
2022
Q3 | $53K | Hold |
49
| – | – | 0.1% | 78 |
|
|
2022
Q2 | $56K | Hold |
49
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $67K | Hold |
49
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $83K | Hold |
49
| – | – | 0.12% | 82 |
|
|
2021
Q3 | $67K | Hold |
49
| – | – | 0.1% | 86 |
|
|
2021
Q2 | $68K | Hold |
49
| – | – | 0.1% | 84 |
|
|
2021
Q1 | $57K | Hold |
49
| – | – | 0.09% | 91 |
|
|
2020
Q4 | $56K | Hold |
49
| – | – | 0.09% | 96 |
|
|
2020
Q3 | $47K | Hold |
49
| – | – | 0.16% | 101 |
|
|
2020
Q2 | $39K | Hold |
49
| – | – | 0.14% | 110 |
|
|
2020
Q1 | $34K | Hold |
49
| – | – | 0.14% | 114 |
|
|
2019
Q4 | $39K | Hold |
49
| – | – | 0.12% | 127 |
|
|
2019
Q3 | $35K | Hold |
49
| – | – | 0.12% | 131 |
|
|
2019
Q2 | $41K | Hold |
49
| – | – | 0.12% | 139 |
|
|
2019
Q1 | $35K | Hold |
49
| – | – | 0.12% | 130 |
|
|
2018
Q4 | $32K | Buy |
+49
| New | +$32K | 0.11% | 137 |
|