Burney Company’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 | $662K | Sell |
3,414
-348
| -9% | -$67.5K | 0.02% | 366 |
|
|
2025
Q1 | $672K | Sell |
3,762
-62
| -2% | -$11.1K | 0.02% | 368 |
|
|
2024
Q4 | $719K | Buy |
3,824
+1,580
| +70% | +$297K | 0.03% | 364 |
|
|
2024
Q3 | $400K | Hold |
2,244
| – | – | 0.01% | 468 |
|
|
2024
Q2 | $340K | Hold |
2,244
| – | – | 0.01% | 496 |
|
|
2024
Q1 | $326K | Hold |
2,244
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $308K | Sell |
2,244
-16
| -0.7% | -$2.19K | 0.01% | 494 |
|
|
2023
Q3 | $286K | Sell |
2,260
-457
| -17% | -$57.8K | 0.01% | 489 |
|
|
2023
Q2 | $336K | Sell |
2,717
-441
| -14% | -$54.6K | 0.02% | 472 |
|
|
2023
Q1 | $378K | Sell |
3,158
-165
| -5% | -$19.7K | 0.02% | 447 |
|
|
2022
Q4 | $482K | Sell |
3,323
-92
| -3% | -$13.3K | 0.02% | 407 |
|
|
2022
Q3 | $602K | Sell |
3,415
-3,450
| -50% | -$608K | 0.03% | 375 |
|
|
2022
Q2 | $1.09M | Sell |
6,865
-6,424
| -48% | -$1.02M | 0.06% | 282 |
|
|
2022
Q1 | $2.25M | Sell |
13,289
-147
| -1% | -$24.9K | 0.1% | 220 |
|
|
2021
Q4 | $2.06M | Sell |
13,436
-164
| -1% | -$25.2K | 0.09% | 236 |
|
|
2021
Q3 | $2.03M | Buy |
13,600
+1,486
| +12% | +$222K | 0.1% | 218 |
|
|
2021
Q2 | $1.76M | Buy |
12,114
+10,383
| +600% | +$1.51M | 0.08% | 248 |
|
|
2021
Q1 | $263K | Sell |
1,731
-2,450
| -59% | -$372K | 0.01% | 500 |
|
|
2020
Q4 | $532K | Sell |
4,181
-8,542
| -67% | -$1.09M | 0.03% | 371 |
|
|
2020
Q3 | $1.17M | Buy |
12,723
+8,422
| +196% | +$776K | 0.07% | 261 |
|
|
2020
Q2 | $447K | Buy |
+4,301
| New | +$447K | 0.03% | 355 |
|
|
2020
Q1 | – | Sell |
-1,693
| Closed | -$287K | – | 458 |
|
|
2019
Q4 | $287K | Hold |
1,693
| – | – | 0.02% | 402 |
|
|
2019
Q3 | $267K | Hold |
1,693
| – | – | 0.02% | 392 |
|
|
2019
Q2 | $288K | Sell |
1,693
-45
| -3% | -$7.66K | 0.02% | 388 |
|
|
2019
Q1 | $273K | Hold |
1,738
| – | – | 0.02% | 396 |
|
|
2018
Q4 | $249K | Hold |
1,738
| – | – | 0.02% | 388 |
|
|
2018
Q3 | $286K | Sell |
1,738
-465
| -21% | -$76.5K | 0.02% | 383 |
|
|
2018
Q2 | $375K | Buy |
2,203
+465
| +27% | +$79.2K | 0.02% | 349 |
|
|
2018
Q1 | $320K | Sell |
1,738
-465
| -21% | -$85.6K | 0.02% | 333 |
|
|
2017
Q4 | $377K | Buy |
2,203
+502
| +30% | +$85.9K | 0.02% | 321 |
|
|
2017
Q3 | $271K | Hold |
1,701
| – | – | 0.02% | 338 |
|
|
2017
Q2 | $274K | Sell |
1,701
-9
| -0.5% | -$1.45K | 0.02% | 339 |
|
|
2017
Q1 | $265K | Sell |
1,710
-10
| -0.6% | -$1.55K | 0.02% | 334 |
|
|
2016
Q4 | $269K | Buy |
+1,720
| New | +$269K | 0.02% | 329 |
|
|
2016
Q3 | – | Sell |
-1,720
| Closed | -$203K | – | 385 |
|
|
2016
Q2 | $203K | Buy |
+1,720
| New | +$203K | 0.01% | 356 |
|
|
2016
Q1 | – | Sell |
-1,720
| Closed | -$211K | – | 395 |
|
|
2015
Q4 | $211K | Hold |
1,720
| – | – | 0.02% | 355 |
|
|
2015
Q3 | $210K | Hold |
1,720
| – | – | 0.02% | 347 |
|
|
2015
Q2 | $215K | Sell |
1,720
-655
| -28% | -$81.9K | 0.01% | 377 |
|
|
2015
Q1 | $302K | Buy |
2,375
+600
| +34% | +$76.3K | 0.02% | 340 |
|
|
2014
Q4 | $223K | Hold |
1,775
| – | – | 0.02% | 359 |
|
|
2014
Q3 | $219K | Hold |
1,775
| – | – | 0.02% | 377 |
|
|
2014
Q2 | $220K | Hold |
1,775
| – | – | 0.02% | 384 |
|
|
2014
Q1 | $215K | Hold |
1,775
| – | – | 0.02% | 383 |
|
|
2013
Q4 | $207K | Sell |
1,775
-145
| -8% | -$16.9K | 0.02% | 403 |
|
|
2013
Q3 | $215K | Buy |
1,920
+26
| +1% | +$2.91K | 0.02% | 390 |
|
|
2013
Q2 | $212K | Buy |
+1,894
| New | +$212K | 0.03% | 373 |
|