APG
Abacus Planning Group’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
16,104
-1,084
| -6% | -$210K | 0.46% | 31 |
|
|
2025
Q1 | $3.07M | Sell |
17,188
-573
| -3% | -$102K | 0.54% | 27 |
|
|
2024
Q4 | $3.34M | Sell |
17,761
-32
| -0.2% | -$6.02K | 0.59% | 26 |
|
|
2024
Q3 | $3.17M | Buy |
17,793
+38
| +0.2% | +$6.77K | 0.57% | 26 |
|
|
2024
Q2 | $2.69M | Buy |
17,755
+19
| +0.1% | +$2.88K | 0.52% | 28 |
|
|
2024
Q1 | $2.58M | Hold |
17,736
| – | – | 0.5% | 27 |
|
|
2023
Q4 | $2.43M | Sell |
17,736
-56
| -0.3% | -$7.68K | 0.51% | 29 |
|
|
2023
Q3 | $2.25M | Hold |
17,792
| – | – | 0.55% | 30 |
|
|
2023
Q2 | $2.2M | Hold |
17,792
| – | – | 0.53% | 31 |
|
|
2023
Q1 | $2.13M | Sell |
17,792
-86
| -0.5% | -$10.3K | 0.55% | 34 |
|
|
2022
Q4 | $2.59M | Sell |
17,878
-343
| -2% | -$49.8K | 0.71% | 25 |
|
|
2022
Q3 | $3.21M | Hold |
18,221
| – | – | 0.97% | 19 |
|
|
2022
Q2 | $2.9M | Sell |
18,221
-1,117
| -6% | -$178K | 0.86% | 21 |
|
|
2022
Q1 | $3.28M | Buy |
19,338
+36
| +0.2% | +$6.1K | 0.88% | 20 |
|
|
2021
Q4 | $2.96M | Sell |
19,302
-126
| -0.6% | -$19.3K | 0.79% | 24 |
|
|
2021
Q3 | $2.9M | Sell |
19,428
-276
| -1% | -$41.2K | 0.92% | 22 |
|
|
2021
Q2 | $2.86M | Hold |
19,704
| – | – | 0.87% | 22 |
|
|
2021
Q1 | $2.99M | Sell |
19,704
-300
| -1% | -$45.5K | 0.96% | 19 |
|
|
2020
Q4 | $2.55M | Hold |
20,004
| – | – | 0.79% | 21 |
|
|
2020
Q3 | $1.84M | Buy |
20,004
+300
| +2% | +$27.6K | 0.67% | 26 |
|
|
2020
Q2 | $2.05M | Hold |
19,704
| – | – | 0.83% | 20 |
|
|
2020
Q1 | $2.04M | Sell |
19,704
-40
| -0.2% | -$4.14K | 1% | 17 |
|
|
2019
Q4 | $3.35M | Sell |
19,744
-355
| -2% | -$60.3K | 1.54% | 11 |
|
|
2019
Q3 | $3.18M | Hold |
20,099
| – | – | 1.57% | 10 |
|
|
2019
Q2 | $3.42M | Sell |
20,099
-464
| -2% | -$78.9K | 2.05% | 8 |
|
|
2019
Q1 | $3.23M | Sell |
20,563
-1,321
| -6% | -$207K | 2.02% | 8 |
|
|
2018
Q4 | $3.13M | Buy |
+21,884
| New | +$3.13M | 2.37% | 6 |
|