Coppell Advisory Solutions’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
Q1 | – | Sell |
-464
| Closed | -$87.5K | – | 1284 |
|
2024
Q4 | $87.5K | Buy |
464
+423
| +1,032% | +$79.8K | 0.01% | 447 |
|
2024
Q3 | $7.19K | Hold |
41
| – | – | ﹤0.01% | 1173 |
|
2024
Q2 | $6.21K | Buy |
+41
| New | +$6.21K | ﹤0.01% | 1149 |
|
2023
Q4 | $5.62K | Sell |
41
-16
| -28% | -$2.19K | ﹤0.01% | 1077 |
|
2023
Q3 | $8.2K | Hold |
57
| – | – | ﹤0.01% | 634 |
|
2023
Q2 | $7.04K | Buy |
+57
| New | +$7.04K | ﹤0.01% | 772 |
|
2023
Q1 | – | Sell |
-57
| Closed | -$8.2K | – | 743 |
|
2022
Q4 | $8.2K | Buy |
+57
| New | +$8.2K | ﹤0.01% | 642 |
|