Roberts Capital 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
Q1 | – | Sell |
-318
| Closed | -$389K | – | 97 |
|
2024
Q4 | $389K | Hold |
318
| – | – | 0.33% | 70 |
|
2024
Q3 | $477K | Hold |
318
| – | – | 0.41% | 64 |
|
2024
Q2 | $423K | Hold |
318
| – | – | 0.41% | 70 |
|
2024
Q1 | $423K | Buy |
+318
| New | +$423K | 0.41% | 70 |
|
2022
Q3 | $370K | Hold |
341
| – | – | 0.54% | 60 |
|
2022
Q2 | $392K | Hold |
341
| – | – | 0.54% | 65 |
|
2022
Q1 | $468K | Hold |
341
| – | – | 0.48% | 72 |
|
2021
Q4 | $579K | Buy |
+341
| New | +$579K | 0.54% | 58 |
|