Creative Planning’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.05M | Buy |
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|
2025
Q2 | $7.69M | Buy |
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|
2025
Q1 | $6.78M | Buy |
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|
2024
Q4 | $5.82M | Buy |
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|
2024
Q3 | $5.21M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | $3.65M | Buy |
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|
2023
Q4 | $2.85M | Sell |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $627K | Sell |
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|
2021
Q3 | $627K | Sell |
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|
2021
Q2 | $887K | Buy |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $588K | Sell |
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|
2019
Q3 | $663K | Sell |
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|
2019
Q2 | $791K | Sell |
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|
2019
Q1 | $811K | Sell |
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|
2018
Q4 | $743K | Sell |
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|
2018
Q3 | $869K | Buy |
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|
2018
Q2 | $722K | Sell |
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|
2018
Q1 | $841K | Sell |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $1.82M | Buy |
|
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.67M | Buy |
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|
2016
Q4 | $1.68M | Sell |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $335K | Buy |
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|
2014
Q4 | $326K | Sell |
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|
2014
Q3 | $560K | Buy |
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|
2014
Q2 | $323K | Sell |
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|
2014
Q1 | $456K | Buy |
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|
2013
Q4 | $325K | Buy |
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|
2013
Q3 | $104K | Sell |
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|
2013
Q2 | $2.21M | Buy |
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