Wealthspire Advisors (New York)’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 | $3.57M | Hold |
3,036
| – | – | 0.02% | 196 |
|
|
2025
Q1 | $3.59M | Buy |
3,036
+1,518
| +100% | +$1.79M | 0.02% | 188 |
|
|
2024
Q4 | $1.86M | Sell |
1,518
-386
| -20% | -$472K | 0.02% | 256 |
|
|
2024
Q3 | $2.86M | Buy |
1,904
+52
| +3% | +$78K | 0.03% | 199 |
|
|
2024
Q2 | $2.59M | Buy |
1,852
+1,095
| +145% | +$1.53M | 0.03% | 175 |
|
|
2024
Q1 | $1.01M | Buy |
757
+9
| +1% | +$12K | 0.01% | 314 |
|
|
2023
Q4 | $907K | Buy |
748
+101
| +16% | +$123K | 0.01% | 328 |
|
|
2023
Q3 | $717K | Buy |
647
+11
| +2% | +$12.2K | 0.01% | 334 |
|
|
2023
Q2 | $834K | Sell |
636
-7
| -1% | -$9.18K | 0.01% | 282 |
|
|
2023
Q1 | $984K | Sell |
643
-48
| -7% | -$73.5K | 0.02% | 244 |
|
|
2022
Q4 | $999K | Sell |
691
-79
| -10% | -$114K | 0.02% | 262 |
|
|
2022
Q3 | $835K | Hold |
770
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $885K | Buy |
770
+170
| +28% | +$195K | 0.02% | 224 |
|
|
2022
Q1 | $824K | Buy |
600
+246
| +69% | +$338K | 0.02% | 212 |
|
|
2021
Q4 | $601K | Buy |
354
+21
| +6% | +$35.7K | 0.01% | 294 |
|
|
2021
Q3 | $459K | Buy |
333
+23
| +7% | +$31.7K | 0.01% | 372 |
|
|
2021
Q2 | $429K | Buy |
310
+90
| +41% | +$125K | 0.01% | 239 |
|
|
2021
Q1 | $254K | Buy |
+220
| New | +$254K | 0.01% | 607 |
|
|
2020
Q4 | – | Sell |
-972
| Closed | -$939K | – | 587 |
|
|
2020
Q3 | $939K | Buy |
972
+16
| +2% | +$15.5K | 0.06% | 132 |
|
|
2020
Q2 | $770K | Buy |
+956
| New | +$770K | 0.05% | 121 |
|
|
2020
Q1 | – | Sell |
-575
| Closed | -$456K | – | 561 |
|
|
2019
Q4 | $456K | Buy |
575
+19
| +3% | +$15.1K | 0.03% | 109 |
|
|
2019
Q3 | $392K | Buy |
+556
| New | +$392K | 0.03% | 99 |
|
|
2019
Q1 | – | Sell |
-146
| Closed | -$83K | – | 525 |
|
|
2018
Q4 | $83K | Buy |
+146
| New | +$83K | 0.01% | 124 |
|