Commonwealth Retirement Investments’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
$2.09M Sell
10,752
-3,075
-22% -$597K 0.79% 40
2025
Q1
$2.47M Buy
13,827
+278
+2% +$49.7K 1.01% 35
2024
Q4
$2.55M Sell
13,549
-156
-1% -$29.3K 1.05% 30
2024
Q3
$2.44M Buy
13,705
+365
+3% +$65K 1.02% 32
2024
Q2
$2.02M Buy
13,340
+3,438
+35% +$520K 0.92% 35
2024
Q1
$1.44M Buy
9,902
+671
+7% +$97.6K 0.69% 44
2023
Q4
$1.27M Buy
9,231
+214
+2% +$29.3K 0.67% 48
2023
Q3
$1.14M Buy
9,017
+367
+4% +$46.4K 0.66% 43
2023
Q2
$1.07M Buy
8,650
+341
+4% +$42.2K 0.6% 43
2023
Q1
$994K Buy
8,309
+155
+2% +$18.5K 0.59% 40
2022
Q4
$1.18M Buy
+8,154
New +$1.18M 0.72% 37