Cary Street Partners Investment Advisory’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 | $240K | Buy |
1,236
+23
| +2% | +$4.46K | 0.12% | 195 |
|
|
2025
Q1 | $217K | Buy |
1,213
+572
| +89% | +$102K | 0.13% | 199 |
|
|
2024
Q4 | $121K | Sell |
641
-667
| -51% | -$125K | 0.08% | 245 |
|
|
2024
Q3 | $233K | Sell |
1,308
-33
| -2% | -$5.88K | 0.01% | 680 |
|
|
2024
Q2 | $203K | Buy |
+1,341
| New | +$203K | 0.01% | 713 |
|
|
2023
Q4 | – | Sell |
-849
| Closed | -$107K | – | 1369 |
|
|
2023
Q3 | $107K | Buy |
849
+284
| +50% | +$35.9K | 0.01% | 691 |
|
|
2023
Q2 | $69.9K | Buy |
565
+444
| +367% | +$54.9K | ﹤0.01% | 736 |
|
|
2023
Q1 | $14.5K | Hold |
121
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q4 | $17.6K | Buy |
+121
| New | +$17.6K | ﹤0.01% | 1010 |
|