J.P. Morgan Private Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.2M | Buy |
+4,696
| New | +$5.2M | 0.01% | 494 |
|
|
2023
Q2 | – | Sell |
-6,103
| Closed | -$9.34M | – | 1750 |
|
|
2023
Q1 | $9.34M | Sell |
6,103
-350
| -5% | -$536K | 0.02% | 446 |
|
|
2022
Q4 | $9.33M | Sell |
6,453
-447
| -6% | -$646K | 0.02% | 430 |
|
|
2022
Q3 | $7.48M | Sell |
6,900
-1,235
| -15% | -$1.34M | 0.02% | 454 |
|
|
2022
Q2 | $9.35M | Sell |
8,135
-856
| -10% | -$983K | 0.02% | 415 |
|
|
2022
Q1 | $12.3M | Sell |
8,991
-1
| -0% | -$1.37K | 0.03% | 398 |
|
|
2021
Q4 | $15.3M | Buy |
8,992
+246
| +3% | +$418K | 0.03% | 366 |
|
|
2021
Q3 | $12M | Buy |
8,746
+224
| +3% | +$309K | 0.03% | 392 |
|
|
2021
Q2 | $11.8M | Buy |
8,522
+322
| +4% | +$446K | 0.03% | 395 |
|
|
2021
Q1 | $9.48M | Sell |
8,200
-131
| -2% | -$151K | 0.03% | 380 |
|
|
2020
Q4 | $9.5M | Buy |
8,331
+484
| +6% | +$552K | 0.03% | 367 |
|
|
2020
Q3 | $7.58M | Buy |
7,847
+1,711
| +28% | +$1.65M | 0.03% | 370 |
|
|
2020
Q2 | $4.94M | Sell |
6,136
-50
| -0.8% | -$40.3K | 0.02% | 370 |
|
|
2020
Q1 | $4.27M | Buy |
6,186
+406
| +7% | +$280K | 0.02% | 381 |
|
|
2019
Q4 | $4.59M | Buy |
5,780
+890
| +18% | +$706K | 0.02% | 441 |
|
|
2019
Q3 | $3.45M | Sell |
4,890
-881
| -15% | -$621K | 0.02% | 484 |
|
|
2019
Q2 | $4.85M | Buy |
5,771
+36
| +0.6% | +$30.2K | 0.03% | 392 |
|
|
2019
Q1 | $4.15M | Buy |
5,735
+937
| +20% | +$677K | 0.02% | 444 |
|
|
2018
Q4 | $2.71M | Buy |
4,798
+223
| +5% | +$126K | 0.02% | 507 |
|
|
2018
Q3 | $2.79M | Buy |
4,575
+3,561
| +351% | +$2.17M | 0.01% | 559 |
|
|
2018
Q2 | $586K | Buy |
1,014
+291
| +40% | +$168K | ﹤0.01% | 959 |
|
|
2018
Q1 | $416K | Buy |
723
+12
| +2% | +$6.91K | ﹤0.01% | 931 |
|
|
2017
Q4 | $441K | Sell |
711
-40
| -5% | -$24.8K | ﹤0.01% | 912 |
|
|
2017
Q3 | $470K | Sell |
751
-181
| -19% | -$113K | ﹤0.01% | 870 |
|
|
2017
Q2 | $548K | Buy |
+932
| New | +$548K | ﹤0.01% | 810 |
|