Cozad Asset Management’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
$1.82M Sell
9,360
-27
-0.3% -$5.24K 0.16% 141
2025
Q1
$1.68M Buy
9,387
+521
+6% +$93.1K 0.17% 140
2024
Q4
$1.67M Sell
8,866
-379
-4% -$71.3K 0.16% 145
2024
Q3
$1.65M Sell
9,245
-1,498
-14% -$267K 0.16% 148
2024
Q2
$1.63M Buy
10,743
+37
+0.3% +$5.6K 0.16% 146
2024
Q1
$1.56M Buy
10,706
+718
+7% +$104K 0.16% 145
2023
Q4
$1.37M Buy
+9,988
New +$1.37M 0.16% 148