Caldwell Trust’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
65
|
|
||||
|
2025
Q1 | $11.6K | Sell |
65
-775
|
|
||||
|
2024
Q4 | $158K | Hold |
840
|
|
||||
|
2024
Q3 | $150K | Hold |
840
|
|
||||
|
2024
Q2 | $127K | Sell |
840
-419
|
|
||||
|
2024
Q1 | $183K | Buy |
1,259
+419
|
|
||||
|
2023
Q4 | $115K | Hold |
840
|
|
||||
|
2023
Q3 | $106K | Sell |
840
-11
|
|
||||
|
2023
Q2 | $105K | Sell |
851
-30
|
|
||||
|
2023
Q1 | $105K | Hold |
881
|
|
||||
|
2022
Q4 | $128K | Hold |
881
|
|
||||
|
2022
Q3 | $155K | Hold |
881
|
|
||||
|
2022
Q2 | $140K | Buy |
881
+41
|
|
||||
|
2022
Q1 | $142K | Hold |
840
|
|
||||
|
2021
Q4 | $129K | Hold |
840
|
|
||||
|
2021
Q3 | $125K | Hold |
840
|
|
||||
|
2021
Q2 | $122K | Hold |
840
|
|
||||
|
2021
Q1 | $127K | Hold |
840
|
|
||||
|
2020
Q4 | $107K | Hold |
840
|
|
||||
|
2020
Q3 | $77.4K | Hold |
840
|
|
||||
|
2020
Q2 | $87.3K | Hold |
840
|
|
||||
|
2020
Q1 | $86.9K | Buy |
840
+775
|
|
||||
|
2019
Q4 | $11K | Buy |
+65
|
|