Ballentine Partners’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 | $522K | Sell |
2,689
-196
| -7% | -$38K | 0.01% | 471 |
|
|
2025
Q1 | $516K | Buy |
2,885
+755
| +35% | +$135K | 0.01% | 439 |
|
|
2024
Q4 | $400K | Buy |
2,130
+398
| +23% | +$74.8K | 0.01% | 497 |
|
|
2024
Q3 | $309K | Buy |
1,732
+104
| +6% | +$18.5K | 0.01% | 574 |
|
|
2024
Q2 | $246K | Buy |
1,628
+144
| +10% | +$21.8K | ﹤0.01% | 620 |
|
|
2024
Q1 | $216K | Buy |
+1,484
| New | +$216K | ﹤0.01% | 644 |
|