Encompass Wealth Advisors’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
2024 Q4	–	Sell	-200	Closed	-$300K	–	123
2024 Q3	$300K	Hold	200	–	–	0.08%	196
2024 Q2	$280K	Hold	200	–	–	0.07%	191
2024 Q1	$266K	Hold	200	–	–	0.07%	208
2023 Q4	$243K	Hold	200	–	–	0.07%	189
2023 Q3	$222K	Hold	200	–	–	0.07%	186
2023 Q2	$262K	Hold	200	–	–	0.09%	175
2023 Q1	$306K	Hold	200	–	–	0.1%	158
2022 Q4	$289K	Hold	200	–	–	0.11%	154
2022 Q3	$217K	Hold	200	–	–	0.08%	184
2022 Q2	$230K	Hold	200	–	–	0.08%	176
2022 Q1	$275K	Hold	200	–	–	0.07%	183
2021 Q4	$339K	Hold	200	–	–	0.08%	174
2021 Q3	$275K	Hold	200	–	–	0.07%	187
2021 Q2	$277K	Hold	200	–	–	0.07%	192
2021 Q1	$256K	Hold	200	–	–	0.07%	198
2020 Q4	$228K	Buy	+200	New	+$219K	0.13%	100