Pinnacle Wealth Planning 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
2023
Q4
Sell
-274
Closed -$304K 505
2023
Q3
$304K Sell
274
-7
-2% -$7.76K 0.05% 249
2023
Q2
$369K Sell
281
-29
-9% -$38K 0.06% 221
2023
Q1
$474K Buy
310
+12
+4% +$18.4K 0.08% 182
2022
Q4
$431K Buy
298
+28
+10% +$40.5K 0.08% 190
2022
Q3
$293K Sell
270
-54
-17% -$58.6K 0.05% 241
2022
Q2
$372K Sell
324
-33
-9% -$37.9K 0.07% 199
2022
Q1
$490K Buy
357
+12
+3% +$16.5K 0.09% 168
2021
Q4
$586K Buy
345
+26
+8% +$44.2K 0.11% 134
2021
Q3
$439K Sell
319
-9
-3% -$12.4K 0.1% 164
2021
Q2
$454K Sell
328
-22
-6% -$30.5K 0.11% 146
2021
Q1
$405K Buy
350
+26
+8% +$30.1K 0.1% 163
2020
Q4
$370K Sell
324
-10
-3% -$11.4K 0.09% 150
2020
Q3
$323K Sell
334
-15
-4% -$14.5K 0.11% 151
2020
Q2
$281K Sell
349
-28
-7% -$22.5K 0.09% 165
2020
Q1
$259K Buy
377
+52
+16% +$35.7K 0.12% 152
2019
Q4
$257K Buy
325
+19
+6% +$15K 0.12% 172
2019
Q3
$215K Sell
306
-148
-33% -$104K 0.12% 169
2019
Q2
$382K Hold
454
0.23% 84
2019
Q1
$329K Buy
454
+59
+15% +$42.8K 0.22% 94
2018
Q4
$224K Buy
+395
New +$224K 0.14% 116