Annis Gardner Whiting Capital Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Buy |
113
+9
| +9% | +$1.75K | 0.01% | 552 |
|
|
2025
Q1 | $18.6K | Buy |
104
+100
| +2,500% | +$17.9K | 0.01% | 469 |
|
|
2024
Q4 | $753 | Buy |
+4
| New | +$753 | ﹤0.01% | 725 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$1.21K | – | 869 |
|
|
2024
Q2 | $1.21K | Buy |
8
+4
| +100% | +$606 | ﹤0.01% | 879 |
|
|
2024
Q1 | $582 | Buy |
+4
| New | +$582 | ﹤0.01% | 896 |
|