Corient Private Wealth’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 | $4.51M | Sell |
23,247
-2,032
| -8% | -$394K | ﹤0.01% | 791 |
|
|
2025
Q1 | $4.52M | Buy |
25,279
+4,510
| +22% | +$806K | 0.01% | 708 |
|
|
2024
Q4 | $3.9M | Sell |
20,769
-4,869
| -19% | -$915K | 0.01% | 772 |
|
|
2024
Q3 | $4.57M | Buy |
25,638
+4,033
| +19% | +$718K | 0.01% | 757 |
|
|
2024
Q2 | $3.27M | Sell |
21,605
-3,786
| -15% | -$573K | 0.01% | 834 |
|
|
2024
Q1 | $3.69M | Sell |
25,391
-22,960
| -47% | -$3.34M | 0.01% | 797 |
|
|
2023
Q4 | $6.63M | Buy |
48,351
+23,362
| +93% | +$3.2M | 0.01% | 620 |
|
|
2023
Q3 | $3.16M | Buy |
24,989
+4,215
| +20% | +$534K | 0.01% | 762 |
|
|
2023
Q2 | $2.55M | Buy |
20,774
+2,313
| +13% | +$284K | 0.01% | 831 |
|
|
2023
Q1 | $2.21M | Buy |
18,461
+6,941
| +60% | +$830K | 0.01% | 807 |
|
|
2022
Q4 | $1.64M | Buy |
+11,520
| New | +$1.64M | 0.01% | 766 |
|