Beese Fulmer Investment Management’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 | $340K | Buy |
1,752
+14
| +0.8% | +$2.72K | 0.03% | 224 |
|
|
2025
Q1 | $311K | Buy |
+1,738
| New | +$311K | 0.03% | 196 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$42K | – | 414 |
|
|
2020
Q2 | $42K | Buy |
+400
| New | +$42K | 0.01% | 338 |
|
|
2016
Q1 | – | Sell |
-1,787
| Closed | -$217K | – | 155 |
|
|
2015
Q4 | $217K | Hold |
1,787
| – | – | 0.07% | 136 |
|
|
2015
Q3 | $218K | Sell |
1,787
-250
| -12% | -$30.5K | 0.07% | 130 |
|
|
2015
Q2 | $254K | Hold |
2,037
| – | – | 0.08% | 125 |
|
|
2015
Q1 | $259K | Sell |
2,037
-44
| -2% | -$5.6K | 0.09% | 114 |
|
|
2014
Q4 | $261K | Sell |
2,081
-300
| -13% | -$37.6K | 0.08% | 128 |
|
|
2014
Q3 | $294K | Hold |
2,381
| – | – | 0.1% | 126 |
|
|
2014
Q2 | $295K | Hold |
2,381
| – | – | 0.1% | 127 |
|
|
2014
Q1 | $289K | Buy |
+2,381
| New | +$289K | 0.1% | 124 |
|