Bard Financial Services’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 | $1.43M | Sell |
7,360
-1,145
| -13% | -$222K | 0.17% | 100 |
|
|
2025
Q1 | $1.52M | Sell |
8,505
-75
| -0.9% | -$13.4K | 0.19% | 95 |
|
|
2024
Q4 | $1.61M | Hold |
8,580
| – | – | 0.19% | 94 |
|
|
2024
Q3 | $1.53M | Sell |
8,580
-6,335
| -42% | -$1.13M | 0.18% | 95 |
|
|
2024
Q2 | $2.26M | Buy |
14,915
+55
| +0.4% | +$8.33K | 0.23% | 83 |
|
|
2024
Q1 | $2.16M | Sell |
14,860
-375
| -2% | -$54.5K | 0.23% | 88 |
|
|
2023
Q4 | $2.09M | Hold |
15,235
| – | – | 0.23% | 88 |
|
|
2023
Q3 | $1.93M | Buy |
15,235
+800
| +6% | +$101K | 0.24% | 83 |
|
|
2023
Q2 | $1.79M | Buy |
14,435
+3,025
| +27% | +$374K | 0.14% | 127 |
|
|
2023
Q1 | $1.36M | Buy |
11,410
+470
| +4% | +$56.2K | 0.11% | 141 |
|
|
2022
Q4 | $1.59M | Sell |
10,940
-1,590
| -13% | -$231K | 0.13% | 128 |
|
|
2022
Q3 | $2.21M | Buy |
12,530
+50
| +0.4% | +$8.82K | 0.21% | 103 |
|
|
2022
Q2 | $1.99M | Buy |
+12,480
| New | +$1.99M | 0.18% | 109 |
|