Coldstream Capital Management’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 | $944K | Buy |
4,867
+1,088
| +29% | +$211K | 0.02% | 441 |
|
|
2025
Q1 | $675K | Sell |
3,779
-590
| -14% | -$105K | 0.01% | 492 |
|
|
2024
Q4 | $821K | Buy |
4,369
+679
| +18% | +$128K | 0.02% | 423 |
|
|
2024
Q3 | $669K | Buy |
3,690
+337
| +10% | +$61.1K | 0.01% | 507 |
|
|
2024
Q2 | $508K | Buy |
3,353
+102
| +3% | +$15.4K | 0.01% | 544 |
|
|
2024
Q1 | $473K | Sell |
3,251
-50
| -2% | -$7.27K | 0.01% | 577 |
|
|
2023
Q4 | $453K | Sell |
3,301
-515
| -13% | -$70.6K | 0.01% | 546 |
|
|
2023
Q3 | $483K | Buy |
3,816
+368
| +11% | +$46.5K | 0.02% | 441 |
|
|
2023
Q2 | $427K | Buy |
3,448
+360
| +12% | +$44.6K | 0.01% | 499 |
|
|
2023
Q1 | $369K | Buy |
3,088
+154
| +5% | +$18.4K | 0.01% | 555 |
|
|
2022
Q4 | $426K | Buy |
+2,934
| New | +$426K | 0.02% | 482 |
|
|
2022
Q2 | $517K | Buy |
3,241
+1,359
| +72% | +$217K | 0.02% | 381 |
|
|
2022
Q1 | $319K | Sell |
1,882
-224
| -11% | -$38K | 0.01% | 546 |
|
|
2021
Q4 | $323K | Buy |
+2,106
| New | +$323K | 0.01% | 588 |
|