Cerity Partners’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 | $6.93M | Sell |
35,723
-4,224
| -11% | -$819K | 0.01% | 677 |
|
|
2025
Q1 | $7.14M | Buy |
39,947
+5,451
| +16% | +$974K | 0.01% | 604 |
|
|
2024
Q4 | $6.38M | Buy |
34,496
+2,905
| +9% | +$537K | 0.01% | 627 |
|
|
2024
Q3 | $5.63M | Buy |
31,591
+16,983
| +116% | +$3.02M | 0.01% | 653 |
|
|
2024
Q2 | $2.21M | Sell |
14,608
-11,764
| -45% | -$1.78M | 0.01% | 867 |
|
|
2024
Q1 | $3.84M | Buy |
26,372
+16,361
| +163% | +$2.38M | 0.01% | 741 |
|
|
2023
Q4 | $1.37M | Sell |
10,011
-39,333
| -80% | -$5.39M | ﹤0.01% | 881 |
|
|
2023
Q3 | $6.24M | Sell |
49,344
-6,854
| -12% | -$867K | 0.03% | 376 |
|
|
2023
Q2 | $6.96M | Buy |
56,198
+48,869
| +667% | +$6.05M | 0.03% | 428 |
|
|
2023
Q1 | $876K | Sell |
7,329
-14,967
| -67% | -$1.79M | ﹤0.01% | 1037 |
|
|
2022
Q4 | $3.23M | Buy |
22,296
+18,172
| +441% | +$2.64M | 0.02% | 444 |
|
|
2022
Q3 | $727K | Sell |
4,124
-34
| -0.8% | -$5.99K | 0.01% | 584 |
|
|
2022
Q2 | $663K | Buy |
4,158
+1,983
| +91% | +$316K | 0.01% | 657 |
|
|
2022
Q1 | $370K | Sell |
2,175
-1,060
| -33% | -$180K | 0.01% | 666 |
|
|
2021
Q4 | $498K | Buy |
3,235
+1,184
| +58% | +$182K | 0.01% | 598 |
|
|
2021
Q3 | $306K | Sell |
2,051
-3
| -0.1% | -$448 | 0.01% | 560 |
|
|
2021
Q2 | $298K | Sell |
2,054
-6
| -0.3% | -$870 | 0.01% | 579 |
|
|
2021
Q1 | $312K | Sell |
2,060
-75
| -4% | -$11.4K | 0.01% | 544 |
|
|
2020
Q4 | $272K | Buy |
+2,135
| New | +$272K | 0.01% | 544 |
|
|
2020
Q3 | – | Sell |
-1,999
| Closed | -$208K | – | 516 |
|
|
2020
Q2 | $208K | Sell |
1,999
-178
| -8% | -$18.5K | 0.01% | 418 |
|
|
2020
Q1 | $225K | Buy |
2,177
+22
| +1% | +$2.27K | 0.01% | 396 |
|
|
2019
Q4 | $365K | Buy |
2,155
+145
| +7% | +$24.6K | 0.02% | 391 |
|
|
2019
Q3 | $318K | Sell |
2,010
-2,169
| -52% | -$343K | 0.02% | 380 |
|
|
2019
Q2 | $711K | Buy |
+4,179
| New | +$711K | 0.04% | 279 |
|
|
2018
Q3 | – | Sell |
-1,357
| Closed | -$231K | – | 557 |
|
|
2018
Q2 | $231K | Buy |
+1,357
| New | +$231K | 0.02% | 482 |
|
|
2018
Q1 | – | Sell |
-1,387
| Closed | -$237K | – | 564 |
|
|
2017
Q4 | $237K | Sell |
1,387
-165
| -11% | -$28.2K | 0.02% | 501 |
|
|
2017
Q3 | $250K | Sell |
1,552
-1,128
| -42% | -$182K | 0.02% | 486 |
|
|
2017
Q2 | $434K | Buy |
+2,680
| New | +$434K | 0.04% | 243 |
|