Buffington Mohr McNeal’s M&T Bank MTB Stock Holding History

Buffington Mohr McNeal’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$331K	Sell	1,850 -1,500	-45%	-$268K	0.07%	85
2024 Q4	$630K	Hold	3,350	–	–	0.1%	81
2024 Q3	$597K	Hold	3,350	–	–	0.1%	88
2024 Q2	$507K	Hold	3,350	–	–	0.09%	91
2024 Q1	$487K	Sell	3,350 -700	-17%	-$102K	0.09%	92
2023 Q4	$555K	Hold	4,050	–	–	0.11%	84
2023 Q3	$512K	Sell	4,050 -700	-15%	-$88.5K	0.12%	90
2023 Q2	$588K	Hold	4,750	–	–	0.13%	88
2023 Q1	$568K	Hold	4,750	–	–	0.13%	92
2022 Q4	$689K	Hold	4,750	–	–	0.16%	85
2022 Q3	$838K	Hold	4,750	–	–	0.2%	77
2022 Q2	$757K	Sell	4,750 -150	-3%	-$23.9K	0.17%	81
2022 Q1	$831K	Hold	4,900	–	–	0.16%	84
2021 Q4	$753K	Hold	4,900	–	–	0.13%	89
2021 Q3	$732K	Hold	4,900	–	–	0.14%	82
2021 Q2	$712K	Buy	4,900 +200	+4%	+$29.1K	0.14%	86
2021 Q1	$713K	Buy	4,700 +1,825	+63%	+$277K	0.15%	83
2020 Q4	$366K	Hold	2,875	–	–	0.09%	98
2020 Q3	$265K	Sell	2,875 -128	-4%	-$11.8K	0.07%	107
2020 Q2	$312K	Hold	3,003	–	–	0.09%	102
2020 Q1	$311K	Sell	3,003 -3	-0.1%	-$311	0.1%	96
2019 Q4	$510K	Sell	3,006 -175	-6%	-$29.7K	0.14%	89
2019 Q3	$503K	Hold	3,181	–	–	0.15%	88
2019 Q2	$541K	Sell	3,181 -800	-20%	-$136K	0.17%	89
2019 Q1	$625K	Sell	3,981 -1,669	-30%	-$262K	0.2%	82
2018 Q4	$809K	Sell	5,650 -305	-5%	-$43.7K	0.33%	59
2018 Q3	$980K	Sell	5,955 -40	-0.7%	-$6.58K	0.34%	57
2018 Q2	$1.02M	Sell	5,995 -15	-0.2%	-$2.55K	0.38%	57
2018 Q1	$1.11M	Hold	6,010	–	–	0.42%	52
2017 Q4	$1.03M	Hold	6,010	–	–	0.39%	54
2017 Q3	$1.01M	Hold	6,010	–	–	0.39%	56
2017 Q2	$973K	Hold	6,010	–	–	0.38%	59
2017 Q1	$930K	Buy	6,010 +1,520	+34%	+$235K	0.41%	56
2016 Q4	$702K	Sell	4,490 -200	-4%	-$31.3K	0.27%	65
2016 Q3	$544K	Sell	4,690 -200	-4%	-$23.2K	0.23%	74
2016 Q2	$578K	Sell	4,890 -40	-0.8%	-$4.73K	0.25%	75
2016 Q1	$547K	Buy	4,930 +1,155	+31%	+$128K	0.24%	78
2015 Q4	$457K	Buy	+3,775	New	+$457K	0.24%	66