Clearstead Trust’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 | $42.7K | Buy |
220
+138
| +168% | +$26.8K | 0.01% | 329 |
|
|
2025
Q1 | $14.7K | Buy |
82
+11
| +15% | +$1.97K | ﹤0.01% | 402 |
|
|
2024
Q4 | $13.3K | Buy |
71
+12
| +20% | +$2.26K | ﹤0.01% | 343 |
|
|
2024
Q3 | $10.5K | Hold |
59
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $8.93K | Hold |
59
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $8.58K | Hold |
59
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $8.09K | Hold |
59
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $7.46K | Buy |
+59
| New | +$7.46K | ﹤0.01% | 364 |
|