SWA
Sax Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
372
+10
| +3% | +$11.7K | 0.03% | 276 |
|
|
2025
Q1 | $427K | Buy |
362
+35
| +11% | +$41.3K | 0.03% | 241 |
|
|
2024
Q4 | $400K | Buy |
327
+91
| +39% | +$111K | 0.03% | 222 |
|
|
2024
Q3 | $354K | Sell |
236
-64
| -21% | -$96K | 0.03% | 203 |
|
|
2024
Q2 | $419K | Buy |
+300
| New | +$419K | 0.04% | 166 |
|