United Capital Financial 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
Q2 | $757K | Buy |
644
+2
| +0.3% | +$2.35K | 0.01% | 662 |
|
|
2025
Q1 | $758K | Buy |
642
+62
| +11% | +$73.2K | 0.01% | 626 |
|
|
2024
Q4 | $710K | Sell |
580
-14
| -2% | -$17.1K | 0.01% | 628 |
|
|
2024
Q3 | $891K | Buy |
594
+19
| +3% | +$28.5K | 0.01% | 571 |
|
|
2024
Q2 | $804K | Sell |
575
-12
| -2% | -$16.8K | 0.01% | 574 |
|
|
2024
Q1 | $781K | Buy |
587
+2
| +0.3% | +$2.66K | 0.01% | 618 |
|
|
2023
Q4 | $710K | Buy |
585
+291
| +99% | +$353K | 0.01% | 639 |
|
|
2023
Q3 | $326K | Sell |
294
-12
| -4% | -$13.3K | ﹤0.01% | 717 |
|
|
2023
Q2 | $401K | Sell |
306
-199
| -39% | -$261K | ﹤0.01% | 716 |
|
|
2023
Q1 | $773K | Buy |
+505
| New | +$773K | ﹤0.01% | 643 |
|
|
2022
Q1 | – | Sell |
-153
| Closed | -$260K | – | 1192 |
|
|
2021
Q4 | $260K | Sell |
153
-90
| -37% | -$153K | ﹤0.01% | 1074 |
|
|
2021
Q3 | $335K | Buy |
+243
| New | +$335K | ﹤0.01% | 969 |
|
|
2020
Q3 | – | Sell |
-530
| Closed | -$427K | – | 1201 |
|
|
2020
Q2 | $427K | Sell |
530
-4
| -0.7% | -$3.22K | ﹤0.01% | 916 |
|
|
2020
Q1 | $369K | Sell |
534
-75
| -12% | -$51.8K | ﹤0.01% | 916 |
|
|
2019
Q4 | $483K | Buy |
609
+89
| +17% | +$70.6K | ﹤0.01% | 995 |
|
|
2019
Q3 | $366K | Sell |
520
-255
| -33% | -$179K | ﹤0.01% | 1025 |
|
|
2019
Q2 | $651K | Buy |
775
+8
| +1% | +$6.72K | ﹤0.01% | 942 |
|
|
2019
Q1 | $555K | Buy |
767
+200
| +35% | +$145K | ﹤0.01% | 940 |
|
|
2018
Q4 | $321K | Buy |
567
+1
| +0.2% | +$566 | ﹤0.01% | 1040 |
|
|
2018
Q3 | $345K | Buy |
566
+113
| +25% | +$68.9K | ﹤0.01% | 1060 |
|
|
2018
Q2 | $262K | Sell |
453
-3
| -0.7% | -$1.74K | ﹤0.01% | 1135 |
|
|
2018
Q1 | $262K | Sell |
456
-24
| -5% | -$13.8K | ﹤0.01% | 1138 |
|
|
2017
Q4 | $299K | Buy |
480
+24
| +5% | +$15K | ﹤0.01% | 1115 |
|
|
2017
Q3 | $286K | Sell |
456
-73
| -14% | -$45.8K | ﹤0.01% | 1126 |
|
|
2017
Q2 | $311K | Buy |
529
+15
| +3% | +$8.82K | ﹤0.01% | 1062 |
|
|
2017
Q1 | $246K | Buy |
+514
| New | +$246K | ﹤0.01% | 1124 |
|
|
2016
Q4 | – | Sell |
-502
| Closed | -$211K | – | 1297 |
|
|
2016
Q3 | $211K | Sell |
502
-47
| -9% | -$19.8K | ﹤0.01% | 1173 |
|
|
2016
Q2 | $200K | Buy |
+549
| New | +$200K | ﹤0.01% | 1174 |
|