SFS
Summit Financial Strategies’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
336
-44
| -12% | -$51.7K | 0.04% | 103 |
|
|
2025
Q1 | $449K | Hold |
380
| – | – | 0.05% | 91 |
|
|
2024
Q4 | $465K | Hold |
380
| – | – | 0.05% | 88 |
|
|
2024
Q3 | $570K | Hold |
380
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $531K | Hold |
380
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $506K | Hold |
380
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $461K | Sell |
380
-93
| -20% | -$113K | 0.07% | 75 |
|
|
2023
Q3 | $524K | Hold |
473
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $620K | Sell |
473
-2
| -0.4% | -$2.62K | 0.12% | 60 |
|
|
2023
Q1 | $727K | Hold |
475
| – | – | 0.14% | 53 |
|
|
2022
Q4 | $687K | Hold |
475
| – | – | 0.15% | 49 |
|
|
2022
Q3 | $515K | Hold |
475
| – | – | 0.12% | 58 |
|
|
2022
Q2 | $546K | Hold |
475
| – | – | 0.13% | 57 |
|
|
2022
Q1 | $652K | Sell |
475
-466
| -50% | -$640K | 0.13% | 52 |
|
|
2021
Q4 | $1.6M | Hold |
941
| – | – | 0.31% | 26 |
|
|
2021
Q3 | $1.3M | Hold |
941
| – | – | 0.25% | 29 |
|
|
2021
Q2 | $1.3M | Buy |
+941
| New | +$1.3M | 0.26% | 30 |
|