EP Wealth Advisors’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 | $282K | Buy |
+240
| New | +$282K | ﹤0.01% | 1055 |
|
|
2024
Q4 | – | Sell |
-149
| Closed | -$223K | – | 1297 |
|
|
2024
Q3 | $223K | Buy |
+149
| New | +$223K | ﹤0.01% | 988 |
|
|
2022
Q1 | – | Sell |
-128
| Closed | -$217K | – | 652 |
|
|
2021
Q4 | $217K | Buy |
+128
| New | +$217K | 0.01% | 517 |
|
|
2021
Q3 | – | Sell |
-148
| Closed | -$205K | – | 552 |
|
|
2021
Q2 | $205K | Buy |
+148
| New | +$205K | 0.01% | 512 |
|