Charter Research & Investment Group’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 | $1.72M | Sell |
8,878
-557
| -6% | -$108K | 1.29% | 24 |
|
|
2025
Q1 | $1.69M | Sell |
9,435
-25
| -0.3% | -$4.47K | 1.29% | 23 |
|
|
2024
Q4 | $1.78M | Sell |
9,460
-169
| -2% | -$31.8K | 1.35% | 23 |
|
|
2024
Q3 | $1.72M | Sell |
9,629
-528
| -5% | -$94K | 1.26% | 25 |
|
|
2024
Q2 | $1.54M | Sell |
10,157
-228
| -2% | -$34.5K | 1.21% | 25 |
|
|
2024
Q1 | $1.51M | Sell |
10,385
-1,103
| -10% | -$160K | 1.2% | 26 |
|
|
2023
Q4 | $1.57M | Buy |
11,488
+410
| +4% | +$56.2K | 1.31% | 24 |
|
|
2023
Q3 | $1.4M | Hold |
11,078
| – | – | 1.26% | 26 |
|
|
2023
Q2 | $1.37M | Sell |
11,078
-38
| -0.3% | -$4.7K | 1.14% | 27 |
|
|
2023
Q1 | $1.33M | Sell |
11,116
-383
| -3% | -$45.8K | 1.16% | 28 |
|
|
2022
Q4 | $1.67M | Sell |
11,499
-60
| -0.5% | -$8.7K | 1.6% | 19 |
|
|
2022
Q3 | $2.04M | Sell |
11,559
-192
| -2% | -$33.9K | 2.06% | 15 |
|
|
2022
Q2 | $1.87M | Buy |
+11,751
| New | +$1.87M | 1.7% | 19 |
|