Carret Asset Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Hold |
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|
2025
Q2 | $492K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $477K | Hold |
|
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $384K | Hold |
|
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $436K | Buy |
|