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Carret Asset Management’s M&T Bank MTB Stock Holding History

Carret Asset Management’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Hold
2,536
– – 0.05% 204
2025
Q4 		$511K Hold
2,536
– – 0.05% 202
2025
Q3 		$501K Hold
2,536
– – 0.05% 203
2025
Q2 		$492K Hold
2,536
– – 0.05% 201
2025
Q1 		$453K Hold
2,536
– – 0.05% 200
2024
Q4 		$477K Hold
2,536
– – 0.05% 198
2024
Q3 		$452K Hold
2,536
– – 0.05% 197
2024
Q2 		$384K Hold
2,536
– – 0.04% 201
2024
Q1 		$369K Sell
2,536
-200
-7% -$27.7K 0.04% 208
2023
Q4 		$375K Hold
2,736
– – 0.05% 204
2023
Q3 		$346K Hold
2,736
– – 0.05% 203
2023
Q2 		$339K Hold
2,736
– – 0.04% 208
2023
Q1 		$327K Hold
2,736
– – 0.05% 209
2022
Q4 		$397K Hold
2,736
– – 0.05% 200
2022
Q3 		$482K Hold
2,736
– – 0.07% 184
2022
Q2 		$436K Buy
+2,736
New +$460K 0.06% 199

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