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 |
|