Checchi Capital Advisers’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 | $257K | Sell |
1,324
-255
| -16% | -$49.5K | 0.01% | 486 |
|
2025
Q1 | $282K | Buy |
1,579
+67
| +4% | +$12K | 0.01% | 468 |
|
2024
Q4 | $284K | Buy |
1,512
+40
| +3% | +$7.52K | 0.02% | 447 |
|
2024
Q3 | $262K | Buy |
1,472
+34
| +2% | +$6.06K | 0.01% | 473 |
|
2024
Q2 | $218K | Buy |
1,438
+48
| +3% | +$7.27K | 0.01% | 508 |
|
2024
Q1 | $202K | Buy |
+1,390
| New | +$202K | 0.02% | 554 |
|
2023
Q2 | – | Sell |
-1,909
| Closed | -$228K | – | 588 |
|
2023
Q1 | $228K | Buy |
1,909
+56
| +3% | +$6.7K | 0.02% | 498 |
|
2022
Q4 | $269K | Sell |
1,853
-300
| -14% | -$43.5K | 0.03% | 423 |
|
2022
Q3 | $380K | Buy |
2,153
+38
| +2% | +$6.71K | 0.04% | 319 |
|
2022
Q2 | $375K | Buy |
+2,115
| New | +$375K | 0.03% | 356 |
|
2018
Q4 | – | Sell |
-1,303
| Closed | -$214K | – | 413 |
|
2018
Q3 | $214K | Buy |
+1,303
| New | +$214K | 0.02% | 393 |
|
2016
Q3 | – | Sell |
-1,412
| Closed | -$167K | – | 902 |
|
2016
Q2 | $167K | Sell |
1,412
-106
| -7% | -$12.5K | 0.02% | 390 |
|
2016
Q1 | $168K | Buy |
+1,518
| New | +$168K | 0.04% | 394 |
|