LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Hold |
715
| – | – | 0.01% | 168 |
|
|
2025
Q1 | $748K | Hold |
715
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $963K | Hold |
715
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $925K | Hold |
715
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $989K | Hold |
715
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $858K | Hold |
715
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $856K | Hold |
715
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $709K | Sell |
715
-356
| -33% | -$353K | 0.01% | 170 |
|
|
2023
Q2 | $1.4M | Buy |
1,071
+356
| +50% | +$467K | 0.02% | 137 |
|
|
2023
Q1 | $1.09M | Sell |
715
-200
| -22% | -$306K | 0.01% | 146 |
|
|
2022
Q4 | $1.32M | Hold |
915
| – | – | 0.02% | 136 |
|
|
2022
Q3 | $992K | Hold |
915
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $1.05M | Buy |
915
+200
| +28% | +$230K | 0.01% | 152 |
|
|
2022
Q1 | $982K | Hold |
715
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $1.21M | Hold |
715
| – | – | 0.01% | 157 |
|
|
2021
Q3 | $985K | Sell |
715
-35
| -5% | -$48.2K | 0.01% | 167 |
|
|
2021
Q2 | $1.04M | Hold |
750
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $867K | Sell |
750
-10
| -1% | -$11.6K | 0.01% | 168 |
|
|
2020
Q4 | $866K | Hold |
760
| – | – | 0.01% | 164 |
|
|
2020
Q3 | $734K | Hold |
760
| – | – | 0.01% | 164 |
|
|
2020
Q2 | $612K | Hold |
760
| – | – | 0.01% | 168 |
|
|
2020
Q1 | $525K | Sell |
760
-185
| -20% | -$128K | 0.01% | 169 |
|
|
2019
Q4 | $750K | Hold |
945
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $666K | Sell |
945
-55
| -6% | -$38.8K | 0.01% | 179 |
|
|
2019
Q2 | $840K | Hold |
1,000
| – | – | 0.01% | 166 |
|
|
2019
Q1 | $723K | Hold |
1,000
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $566K | Hold |
1,000
| – | – | 0.01% | 189 |
|
|
2018
Q3 | $609K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $579K | Hold |
1,000
| – | – | 0.01% | 192 |
|
|
2018
Q1 | $575K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2017
Q4 | $620K | Hold |
1,000
| – | – | 0.01% | 191 |
|
|
2017
Q3 | $626K | Hold |
1,000
| – | – | 0.01% | 188 |
|
|
2017
Q2 | $573K | Hold |
1,000
| – | – | 0.01% | 185 |
|
|
2017
Q1 | $479K | Buy |
1,000
+75
| +8% | +$35.9K | 0.01% | 193 |
|
|
2016
Q4 | $387K | Hold |
925
| – | – | 0.01% | 209 |
|
|
2016
Q3 | $388K | Hold |
925
| – | – | 0.01% | 204 |
|
|
2016
Q2 | $338K | Hold |
925
| – | – | 0.01% | 213 |
|
|
2016
Q1 | $319K | Buy |
925
+100
| +12% | +$34.5K | 0.01% | 212 |
|
|
2015
Q4 | $280K | Hold |
825
| – | – | 0.01% | 237 |
|
|
2015
Q3 | $282K | Hold |
825
| – | – | 0.01% | 247 |
|
|
2015
Q2 | $282K | Hold |
825
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $271K | Hold |
825
| – | – | 0.01% | 259 |
|
|
2014
Q4 | $250K | Sell |
825
-175
| -18% | -$53K | 0.01% | 253 |
|
|
2014
Q3 | $256K | Hold |
1,000
| – | – | 0.01% | 239 |
|
|
2014
Q2 | $253K | Hold |
1,000
| – | – | 0.01% | 246 |
|
|
2014
Q1 | $236K | Hold |
1,000
| – | – | 0.01% | 251 |
|
|
2013
Q4 | $243K | Hold |
1,000
| – | – | 0.01% | 243 |
|
|
2013
Q3 | $240K | Hold |
1,000
| – | – | 0.01% | 231 |
|
|
2013
Q2 | $201K | Buy |
+1,000
| New | +$201K | 0.01% | 254 |
|