CAAM
Cornerstone Advisors Asset Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,169
| – | – | 0.04% | 105 |
|
|
2025
Q1 | $209K | Buy |
1,169
+100
| +9% | +$17.9K | 0.04% | 120 |
|
|
2024
Q4 | $201K | Sell |
1,069
-1,000
| -48% | -$188K | 0.04% | 105 |
|
|
2024
Q3 | $369K | Hold |
2,069
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $313K | Hold |
2,069
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $301K | Buy |
2,069
+19
| +0.9% | +$2.76K | 0.11% | 88 |
|
|
2023
Q4 | $281K | Hold |
2,050
| – | – | 0.11% | 88 |
|
|
2023
Q3 | $259K | Hold |
2,050
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $254K | Buy |
+2,050
| New | +$254K | 0.11% | 81 |
|
|
2022
Q3 | – | Sell |
-2,073
| Closed | -$330K | – | 66 |
|
|
2022
Q2 | $330K | Hold |
2,073
| – | – | 0.24% | 56 |
|
|
2022
Q1 | $351K | Sell |
2,073
-944
| -31% | -$160K | 0.24% | 54 |
|
|
2021
Q4 | $463K | Buy |
+3,017
| New | +$463K | 0.35% | 42 |
|