VFA
Values First Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
652
-5
| -0.8% | -$5.87K | 0.42% | 70 |
|
|
2025
Q1 | $775K | Sell |
657
-126
| -16% | -$149K | 0.45% | 58 |
|
|
2024
Q4 | $959K | Sell |
783
-41
| -5% | -$50.2K | 0.53% | 56 |
|
|
2024
Q3 | $1.24M | Buy |
824
+46
| +6% | +$68.9K | 0.67% | 45 |
|
|
2024
Q2 | $1.09M | Sell |
778
-9
| -1% | -$12.6K | 0.65% | 51 |
|
|
2024
Q1 | $1.05M | Sell |
787
-352
| -31% | -$469K | 0.61% | 52 |
|
|
2023
Q4 | $1.38M | Buy |
1,139
+29
| +3% | +$35.2K | 0.83% | 40 |
|
|
2023
Q3 | $1.23M | Buy |
1,110
+369
| +50% | +$409K | 0.79% | 39 |
|
|
2023
Q2 | $972K | Sell |
741
-18
| -2% | -$23.6K | 0.59% | 49 |
|
|
2023
Q1 | $1.16M | Sell |
759
-403
| -35% | -$616K | 0.74% | 39 |
|
|
2022
Q4 | $1.68M | Buy |
1,162
+228
| +24% | +$330K | 1.17% | 24 |
|
|
2022
Q3 | $1.01M | Sell |
934
-31
| -3% | -$33.6K | 0.73% | 47 |
|
|
2022
Q2 | $1.11M | Buy |
965
+439
| +83% | +$504K | 0.79% | 41 |
|
|
2022
Q1 | $722K | Sell |
526
-64
| -11% | -$87.8K | 0.46% | 67 |
|
|
2021
Q4 | $1M | Buy |
590
+108
| +22% | +$183K | 0.59% | 59 |
|
|
2021
Q3 | $664K | Sell |
482
-41
| -8% | -$56.5K | 0.43% | 76 |
|
|
2021
Q2 | $724K | Sell |
523
-26
| -5% | -$36K | 0.49% | 73 |
|
|
2021
Q1 | $635K | Buy |
549
+13
| +2% | +$15K | 0.47% | 76 |
|
|
2020
Q4 | $610K | Sell |
536
-10
| -2% | -$11.4K | 0.49% | 70 |
|
|
2020
Q3 | $528K | Sell |
546
-25
| -4% | -$24.2K | 0.49% | 70 |
|
|
2020
Q2 | $460K | Sell |
571
-17
| -3% | -$13.7K | 0.46% | 78 |
|
|
2020
Q1 | $406K | Sell |
588
-62
| -10% | -$42.8K | 0.49% | 66 |
|
|
2019
Q4 | $515K | Buy |
+650
| New | +$515K | 0.5% | 69 |
|