Buckingham Strategic Wealth’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $503K | Buy |
3,324
+6
| +0.2% | +$908 | 0.01% | 465 |
|
|
2024
Q1 | $483K | Buy |
3,318
+94
| +3% | +$13.7K | 0.01% | 467 |
|
|
2023
Q4 | $442K | Sell |
3,224
-60
| -2% | -$8.22K | 0.01% | 471 |
|
|
2023
Q3 | $415K | Buy |
3,284
+130
| +4% | +$16.4K | 0.01% | 458 |
|
|
2023
Q2 | $390K | Buy |
3,154
+32
| +1% | +$3.96K | 0.01% | 480 |
|
|
2023
Q1 | $453K | Hold |
3,122
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $453K | Sell |
3,122
-115
| -4% | -$16.7K | 0.01% | 404 |
|
|
2022
Q3 | $571K | Buy |
3,237
+65
| +2% | +$11.5K | 0.01% | 338 |
|
|
2022
Q2 | $506K | Buy |
3,172
+824
| +35% | +$131K | 0.01% | 371 |
|
|
2022
Q1 | $398K | Hold |
2,348
| – | – | 0.01% | 410 |
|
|
2021
Q4 | $361K | Buy |
2,348
+12
| +0.5% | +$1.85K | 0.01% | 432 |
|
|
2021
Q3 | $349K | Sell |
2,336
-229
| -9% | -$34.2K | 0.01% | 428 |
|
|
2021
Q2 | $373K | Buy |
+2,565
| New | +$373K | 0.01% | 419 |
|