Court Place Advisors’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 | $557K | Hold |
2,873
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $514K | Buy |
2,873
+24
| +0.8% | +$4.29K | 0.17% | 96 |
|
|
2024
Q4 | $536K | Sell |
2,849
-5
| -0.2% | -$940 | 0.17% | 90 |
|
|
2024
Q3 | $508K | Sell |
2,854
-60
| -2% | -$10.7K | 0.15% | 108 |
|
|
2024
Q2 | $441K | Buy |
2,914
+1,244
| +74% | +$188K | 0.14% | 105 |
|
|
2024
Q1 | $243K | Sell |
1,670
-1,244
| -43% | -$181K | 0.08% | 141 |
|
|
2023
Q4 | $400K | Buy |
2,914
+1,170
| +67% | +$160K | 0.13% | 108 |
|
|
2023
Q3 | $221K | Hold |
1,744
| – | – | 0.08% | 151 |
|
|
2023
Q2 | $216K | Buy |
+1,744
| New | +$216K | 0.08% | 155 |
|
|
2022
Q4 | – | Sell |
-1,319
| Closed | -$233K | – | 167 |
|
|
2022
Q3 | $233K | Hold |
1,319
| – | – | 0.09% | 144 |
|
|
2022
Q2 | $210K | Hold |
1,319
| – | – | 0.08% | 156 |
|
|
2022
Q1 | $224K | Hold |
1,319
| – | – | 0.07% | 162 |
|
|
2021
Q4 | $203K | Buy |
+1,319
| New | +$203K | 0.06% | 180 |
|
|
2021
Q2 | – | Sell |
-1,319
| Closed | -$200K | – | 182 |
|
|
2021
Q1 | $200K | Sell |
1,319
-890
| -40% | -$135K | 0.06% | 176 |
|
|
2020
Q4 | $281K | Buy |
+2,209
| New | +$281K | 0.09% | 147 |
|