Mount Yale Investment 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 | $483K | Buy |
411
+41
| +11% | +$48.2K | 0.04% | 349 |
|
|
2025
Q1 | $437K | Sell |
370
-25
| -6% | -$29.5K | 0.04% | 355 |
|
|
2024
Q4 | $483K | Sell |
395
-7
| -2% | -$8.57K | 0.04% | 345 |
|
|
2024
Q3 | $603K | Sell |
402
-6
| -1% | -$9K | 0.06% | 301 |
|
|
2024
Q2 | $570K | Sell |
408
-597
| -59% | -$834K | 0.05% | 315 |
|
|
2024
Q1 | $1.34M | Buy |
1,005
+71
| +8% | +$94.5K | 0.1% | 182 |
|
|
2023
Q4 | $1.13M | Sell |
934
-1,258
| -57% | -$1.53M | 0.11% | 185 |
|
|
2023
Q3 | $2.43M | Sell |
2,192
-5
| -0.2% | -$5.54K | 0.26% | 87 |
|
|
2023
Q2 | $2.88M | Buy |
2,197
+162
| +8% | +$212K | 0.31% | 74 |
|
|
2023
Q1 | $3.11M | Buy |
2,035
+54
| +3% | +$82.6K | 0.35% | 67 |
|
|
2022
Q4 | $2.86M | Buy |
1,981
+7
| +0.4% | +$10.1K | 0.32% | 79 |
|
|
2022
Q3 | $2.14M | Sell |
1,974
-612
| -24% | -$663K | 0.28% | 85 |
|
|
2022
Q2 | $2.97M | Sell |
2,586
-91
| -3% | -$105K | 0.37% | 65 |
|
|
2022
Q1 | $3.68M | Sell |
2,677
-119
| -4% | -$163K | 0.4% | 55 |
|
|
2021
Q4 | $4.75M | Sell |
2,796
-20
| -0.7% | -$33.9K | 0.49% | 47 |
|
|
2021
Q3 | $3.88M | Sell |
2,816
-74
| -3% | -$102K | 0.45% | 52 |
|
|
2021
Q2 | $4M | Sell |
2,890
-76
| -3% | -$105K | 0.48% | 50 |
|
|
2021
Q1 | $3.43M | Sell |
2,966
-50
| -2% | -$57.8K | 0.45% | 54 |
|
|
2020
Q4 | $3.44M | Buy |
3,016
+52
| +2% | +$59.3K | 0.48% | 52 |
|
|
2020
Q3 | $2.86M | Buy |
2,964
+20
| +0.7% | +$19.3K | 0.41% | 57 |
|
|
2020
Q2 | $2.37M | Buy |
2,944
+98
| +3% | +$79K | 0.42% | 64 |
|
|
2020
Q1 | $1.97M | Sell |
2,846
-12
| -0.4% | -$8.29K | 0.44% | 56 |
|
|
2019
Q4 | $2.16M | Sell |
2,858
-51
| -2% | -$38.6K | 0.38% | 62 |
|
|
2019
Q3 | $2.07M | Sell |
2,909
-937
| -24% | -$667K | 0.37% | 67 |
|
|
2019
Q2 | $2.71M | Sell |
3,846
-123
| -3% | -$86.7K | 0.5% | 47 |
|
|
2019
Q1 | $2.87M | Sell |
3,969
-65
| -2% | -$47K | 0.54% | 44 |
|
|
2018
Q4 | $2.67M | Sell |
4,034
-267
| -6% | -$177K | 0.54% | 42 |
|
|
2018
Q3 | $2.55M | Buy |
4,301
+2,828
| +192% | +$1.68M | 0.45% | 50 |
|
|
2018
Q2 | $852K | Buy |
1,473
+763
| +107% | +$441K | 0.16% | 124 |
|
|
2018
Q1 | $408K | Buy |
+710
| New | +$408K | 0.09% | 208 |
|