Perigon Wealth Management’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 | – | Sell |
-182
| Closed | -$215K | – | 1088 |
|
|
2025
Q1 | $215K | Sell |
182
-13
| -7% | -$15.4K | 0.01% | 935 |
|
|
2024
Q4 | $253K | Sell |
195
-6
| -3% | -$7.79K | 0.01% | 877 |
|
|
2024
Q3 | $301K | Sell |
201
-4
| -2% | -$6K | 0.01% | 788 |
|
|
2024
Q2 | $287K | Sell |
205
-11
| -5% | -$15.4K | 0.01% | 706 |
|
|
2024
Q1 | $288K | Buy |
216
+44
| +26% | +$58.6K | 0.01% | 693 |
|
|
2023
Q4 | $209K | Buy |
+172
| New | +$209K | 0.01% | 774 |
|
|
2023
Q3 | – | Sell |
-234
| Closed | -$307K | – | 804 |
|
|
2023
Q2 | $307K | Buy |
234
+2
| +0.9% | +$2.62K | 0.01% | 601 |
|
|
2023
Q1 | $355K | Sell |
232
-19
| -8% | -$29.1K | 0.02% | 481 |
|
|
2022
Q4 | $363K | Buy |
+251
| New | +$363K | 0.02% | 473 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$201K | – | 590 |
|
|
2022
Q2 | $201K | Buy |
+175
| New | +$201K | 0.02% | 538 |
|
|
2022
Q1 | – | Sell |
-132
| Closed | -$224K | – | 635 |
|
|
2021
Q4 | $224K | Buy |
+132
| New | +$224K | 0.02% | 525 |
|
|
2021
Q1 | – | Sell |
-122
| Closed | -$139K | – | 823 |
|
|
2020
Q4 | $139K | Buy |
+122
| New | +$139K | 0.02% | 474 |
|
|
2018
Q1 | – | Sell |
-26
| Closed | -$16K | – | 664 |
|
|
2017
Q4 | $16K | Sell |
26
-593
| -96% | -$365K | 0.01% | 442 |
|
|
2017
Q3 | $388K | Buy |
+619
| New | +$388K | 0.13% | 135 |
|