Pathstone Family Office’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.51M | Buy |
1,365
+822
| +151% | +$911K | 0.01% | 550 |
|
|
2023
Q2 | $737K | Buy |
543
+4
| +0.7% | +$5.43K | 0.01% | 586 |
|
|
2023
Q1 | $854K | Sell |
539
-1,521
| -74% | -$2.41M | 0.01% | 496 |
|
|
2022
Q4 | $2.32M | Buy |
2,060
+755
| +58% | +$849K | 0.02% | 464 |
|
|
2022
Q3 | $1.41M | Buy |
1,305
+981
| +303% | +$1.06M | 0.01% | 567 |
|
|
2022
Q2 | $373K | Buy |
324
+230
| +245% | +$264K | 0.01% | 695 |
|
|
2022
Q1 | $401K | Sell |
94
-173
| -65% | -$738K | 0.01% | 632 |
|
|
2021
Q4 | $452K | Buy |
+267
| New | +$452K | 0.01% | 593 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$56K | – | 1070 |
|
|
2020
Q4 | $56K | Buy |
+49
| New | +$56K | ﹤0.01% | 487 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$28K | – | 800 |
|
|
2019
Q1 | $28K | Buy |
38
+5
| +15% | +$3.68K | ﹤0.01% | 393 |
|
|
2018
Q4 | $19K | Buy |
+33
| New | +$19K | 0.01% | 266 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | -$2K | – | 264 |
|
|
2018
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 333 |
|