Collective Family Office’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 | $305K | Buy |
1,571
+20
| +1% | +$3.88K | 0.08% | 133 |
|
|
2025
Q1 | $277K | Sell |
1,551
-74
| -5% | -$13.2K | 0.07% | 138 |
|
|
2024
Q4 | $306K | Hold |
1,625
| – | – | 0.08% | 140 |
|
|
2024
Q3 | $289K | Hold |
1,625
| – | – | 0.08% | 150 |
|
|
2024
Q2 | $246K | Hold |
1,625
| – | – | 0.07% | 161 |
|
|
2024
Q1 | $236K | Hold |
1,625
| – | – | 0.08% | 161 |
|
|
2023
Q4 | $223K | Buy |
1,625
+1
| +0.1% | +$137 | 0.08% | 159 |
|
|
2023
Q3 | $205K | Buy |
1,624
+3
| +0.2% | +$379 | 0.08% | 160 |
|
|
2023
Q2 | $201K | Buy |
+1,621
| New | +$201K | 0.08% | 173 |
|
|
2023
Q1 | – | Sell |
-1,721
| Closed | -$250K | – | 175 |
|
|
2022
Q4 | $250K | Sell |
1,721
-532
| -24% | -$77.2K | 0.11% | 147 |
|
|
2022
Q3 | $397K | Buy |
2,253
+6
| +0.3% | +$1.06K | 0.2% | 114 |
|
|
2022
Q2 | $358K | Buy |
2,247
+402
| +22% | +$64K | 0.16% | 134 |
|
|
2022
Q1 | $313K | Sell |
1,845
-200
| -10% | -$33.9K | 0.12% | 151 |
|
|
2021
Q4 | $314K | Sell |
2,045
-60
| -3% | -$9.21K | 0.12% | 144 |
|
|
2021
Q3 | $314K | Hold |
2,105
| – | – | 0.14% | 134 |
|
|
2021
Q2 | $306K | Sell |
2,105
-130
| -6% | -$18.9K | 0.13% | 135 |
|
|
2021
Q1 | $339K | Sell |
2,235
-120
| -5% | -$18.2K | 0.17% | 132 |
|
|
2020
Q4 | $300K | Buy |
+2,355
| New | +$300K | 0.17% | 130 |
|