CIBC Private Wealth Group’s M&T Bank MTB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
1,839
-19
-1% -$3.69K ﹤0.01% 924
2025
Q1
$291K Buy
1,858
+206
+12% +$32.3K ﹤0.01% 963
2024
Q4
$316K Buy
1,652
+96
+6% +$18.3K ﹤0.01% 1001
2024
Q3
$277K Buy
1,556
+237
+18% +$42.2K ﹤0.01% 1050
2024
Q2
$195K Sell
1,319
-51
-4% -$7.56K ﹤0.01% 1114
2024
Q1
$196K Buy
+1,370
New +$196K ﹤0.01% 1133
2018
Q3
Sell
-566
Closed -$96K 1424
2018
Q2
$96K Buy
566
+2
+0.4% +$339 ﹤0.01% 1038
2018
Q1
$104K Buy
564
+12
+2% +$2.21K ﹤0.01% 1009
2017
Q4
$94K Buy
+552
New +$94K ﹤0.01% 1052
2016
Q1
Sell
-54,866
Closed -$6.65M 592
2015
Q4
$6.65M Sell
54,866
-53,426
-49% -$6.47M 0.05% 237
2015
Q3
$13.2M Sell
108,292
-1,335
-1% -$163K 0.11% 161
2015
Q2
$13.7M Sell
109,627
-2,999
-3% -$375K 0.1% 167
2015
Q1
$14.3M Buy
112,626
+86
+0.1% +$10.9K 0.11% 160
2014
Q4
$14.1M Sell
112,540
-2,333
-2% -$293K 0.11% 149
2014
Q3
$14.2M Buy
114,873
+50
+0% +$6.17K 0.11% 151
2014
Q2
$14.2M Buy
114,823
+30,260
+36% +$3.75M 0.12% 154
2014
Q1
$10.3M Buy
+84,563
New +$10.3M 0.09% 178