SHFA
SC&H Financial Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
201
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $237K | Hold |
201
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $246K | Hold |
201
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $301K | Hold |
201
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $281K | Sell |
201
-20
| -9% | -$28K | 0.07% | 120 |
|
|
2024
Q1 | $294K | Sell |
221
-10
| -4% | -$13.3K | 0.08% | 117 |
|
|
2023
Q4 | $280K | Sell |
231
-26
| -10% | -$31.5K | 0.08% | 114 |
|
|
2023
Q3 | $285K | Hold |
257
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $337K | Hold |
257
| – | – | 0.11% | 107 |
|
|
2023
Q1 | $394K | Hold |
257
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $371K | Sell |
257
-13
| -5% | -$18.8K | 0.15% | 97 |
|
|
2022
Q3 | $293K | Hold |
270
| – | – | 0.15% | 102 |
|
|
2022
Q2 | $310K | Hold |
270
| – | – | 0.14% | 113 |
|
|
2022
Q1 | $371K | Hold |
270
| – | – | 0.18% | 109 |
|
|
2021
Q4 | $458K | Buy |
+270
| New | +$458K | 0.25% | 92 |
|