Kestra Private Wealth Services’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 | $988K | Buy |
841
+111
| +15% | +$130K | 0.01% | 746 |
|
|
2025
Q1 | $862K | Sell |
730
-47
| -6% | -$55.5K | 0.01% | 733 |
|
|
2024
Q4 | $951K | Buy |
777
+556
| +252% | +$680K | 0.02% | 665 |
|
|
2024
Q3 | $331K | Sell |
221
-8
| -3% | -$12K | 0.01% | 1054 |
|
|
2024
Q2 | $320K | Buy |
+229
| New | +$320K | 0.01% | 1021 |
|
|
2023
Q1 | – | Sell |
-233
| Closed | -$337K | – | 1079 |
|
|
2022
Q4 | $337K | Buy |
233
+23
| +11% | +$33.2K | 0.02% | 640 |
|
|
2022
Q3 | $228K | Sell |
210
-4
| -2% | -$4.34K | 0.01% | 737 |
|
|
2022
Q2 | $246K | Sell |
214
-23
| -10% | -$26.4K | 0.01% | 726 |
|
|
2022
Q1 | $325K | Buy |
237
+78
| +49% | +$107K | 0.02% | 715 |
|
|
2021
Q4 | $270K | Buy |
+159
| New | +$270K | 0.01% | 808 |
|
|
2021
Q3 | – | Sell |
-160
| Closed | -$222K | – | 949 |
|
|
2021
Q2 | $222K | Buy |
+160
| New | +$222K | 0.01% | 777 |
|