WJWM
Williams Jones Wealth Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Sell |
105,186
-699
| -0.7% | -$821K | 1.48% | 21 |
|
|
2025
Q1 | $125M | Sell |
105,885
-1,621
| -2% | -$1.91M | 1.6% | 18 |
|
|
2024
Q4 | $132M | Sell |
107,506
-5,759
| -5% | -$7.05M | 1.59% | 18 |
|
|
2024
Q3 | $170M | Sell |
113,265
-2,395
| -2% | -$3.59M | 1.99% | 13 |
|
|
2024
Q2 | $162M | Sell |
115,660
-1,124
| -1% | -$1.57M | 2.01% | 13 |
|
|
2024
Q1 | $155M | Buy |
116,784
+481
| +0.4% | +$640K | 1.98% | 13 |
|
|
2023
Q4 | $141M | Sell |
116,303
-465
| -0.4% | -$564K | 1.98% | 13 |
|
|
2023
Q3 | $129M | Sell |
116,768
-1,116
| -0.9% | -$1.24M | 1.99% | 12 |
|
|
2023
Q2 | $155M | Sell |
117,884
-1,241
| -1% | -$1.63M | 2.32% | 10 |
|
|
2023
Q1 | $182M | Sell |
119,125
-1,483
| -1% | -$2.27M | 2.86% | 6 |
|
|
2022
Q4 | $174M | Sell |
120,608
-2,087
| -2% | -$3.02M | 2.92% | 5 |
|
|
2022
Q3 | $133M | Sell |
122,695
-1,847
| -1% | -$2M | 2.32% | 9 |
|
|
2022
Q2 | $143M | Sell |
124,542
-9,968
| -7% | -$11.5M | 2.32% | 9 |
|
|
2022
Q1 | $185M | Sell |
134,510
-2,952
| -2% | -$4.05M | 2.57% | 9 |
|
|
2021
Q4 | $233M | Sell |
137,462
-936
| -0.7% | -$1.59M | 2.91% | 8 |
|
|
2021
Q3 | $191M | Sell |
138,398
-3,686
| -3% | -$5.08M | 2.67% | 6 |
|
|
2021
Q2 | $197M | Sell |
142,084
-3,148
| -2% | -$4.36M | 2.75% | 6 |
|
|
2021
Q1 | $168M | Sell |
145,232
-5,446
| -4% | -$6.29M | 2.63% | 7 |
|
|
2020
Q4 | $172M | Sell |
150,678
-1,240
| -0.8% | -$1.41M | 2.8% | 7 |
|
|
2020
Q3 | $147M | Sell |
151,918
-1,582
| -1% | -$1.53M | 2.71% | 9 |
|
|
2020
Q2 | $124M | Buy |
153,500
+21
| +0% | +$16.9K | 2.53% | 10 |
|
|
2020
Q1 | $106M | Sell |
153,479
-1,332
| -0.9% | -$920K | 2.77% | 9 |
|
|
2019
Q4 | $123M | Sell |
154,811
-705
| -0.5% | -$559K | 2.35% | 8 |
|
|
2019
Q3 | $110M | Buy |
+155,516
| New | +$110M | 2.25% | 10 |
|