Creative Planning’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 | $7.69M | Buy |
39,622
+1,667
| +4% | +$323K | 0.01% | 598 |
|
|
2025
Q1 | $6.78M | Buy |
37,955
+7,023
| +23% | +$1.26M | 0.01% | 608 |
|
|
2024
Q4 | $5.82M | Buy |
30,932
+1,707
| +6% | +$321K | 0.01% | 611 |
|
|
2024
Q3 | $5.21M | Buy |
29,225
+2,300
| +9% | +$410K | 0.01% | 625 |
|
|
2024
Q2 | $4.08M | Buy |
26,925
+1,844
| +7% | +$279K | ﹤0.01% | 695 |
|
|
2024
Q1 | $3.65M | Buy |
25,081
+4,256
| +20% | +$619K | ﹤0.01% | 715 |
|
|
2023
Q4 | $2.85M | Sell |
20,825
-2,236
| -10% | -$307K | 0.01% | 762 |
|
|
2023
Q3 | $2.92M | Buy |
23,061
+5,224
| +29% | +$661K | ﹤0.01% | 705 |
|
|
2023
Q2 | $2.21M | Sell |
17,837
-3,612
| -17% | -$447K | ﹤0.01% | 771 |
|
|
2023
Q1 | $2.56M | Buy |
21,449
+640
| +3% | +$76.5K | ﹤0.01% | 697 |
|
|
2022
Q4 | $3.02M | Buy |
20,809
+6,518
| +46% | +$946K | ﹤0.01% | 614 |
|
|
2022
Q3 | $2.52M | Sell |
14,291
-7,169
| -33% | -$1.26M | ﹤0.01% | 614 |
|
|
2022
Q2 | $3.42M | Buy |
21,460
+14,217
| +196% | +$2.27M | 0.01% | 548 |
|
|
2022
Q1 | $1.23M | Buy |
7,243
+3,162
| +77% | +$536K | ﹤0.01% | 895 |
|
|
2021
Q4 | $627K | Sell |
4,081
-116
| -3% | -$17.8K | ﹤0.01% | 1186 |
|
|
2021
Q3 | $627K | Sell |
4,197
-1,908
| -31% | -$285K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $887K | Buy |
6,105
+2,039
| +50% | +$296K | ﹤0.01% | 991 |
|
|
2021
Q1 | $616K | Buy |
4,066
+305
| +8% | +$46.2K | ﹤0.01% | 1272 |
|
|
2020
Q4 | $479K | Buy |
3,761
+24
| +0.6% | +$3.06K | ﹤0.01% | 1325 |
|
|
2020
Q3 | $344K | Buy |
3,737
+349
| +10% | +$32.1K | ﹤0.01% | 1315 |
|
|
2020
Q2 | $352K | Sell |
3,388
-316
| -9% | -$32.8K | ﹤0.01% | 1205 |
|
|
2020
Q1 | $383K | Buy |
3,704
+240
| +7% | +$24.8K | ﹤0.01% | 1064 |
|
|
2019
Q4 | $588K | Sell |
3,464
-733
| -17% | -$124K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $663K | Sell |
4,197
-457
| -10% | -$72.2K | ﹤0.01% | 925 |
|
|
2019
Q2 | $791K | Sell |
4,654
-512
| -10% | -$87K | ﹤0.01% | 857 |
|
|
2019
Q1 | $811K | Sell |
5,166
-28
| -0.5% | -$4.4K | ﹤0.01% | 813 |
|
|
2018
Q4 | $743K | Sell |
5,194
-88
| -2% | -$12.6K | ﹤0.01% | 784 |
|
|
2018
Q3 | $869K | Buy |
5,282
+1,036
| +24% | +$170K | ﹤0.01% | 813 |
|
|
2018
Q2 | $722K | Sell |
4,246
-315
| -7% | -$53.6K | ﹤0.01% | 893 |
|
|
2018
Q1 | $841K | Sell |
4,561
-8,155
| -64% | -$1.5M | ﹤0.01% | 824 |
|
|
2017
Q4 | $2.17M | Buy |
12,716
+1,390
| +12% | +$238K | 0.01% | 433 |
|
|
2017
Q3 | $1.82M | Buy |
11,326
+407
| +4% | +$65.5K | 0.01% | 491 |
|
|
2017
Q2 | $1.77M | Buy |
10,919
+107
| +1% | +$17.3K | 0.01% | 476 |
|
|
2017
Q1 | $1.67M | Buy |
10,812
+74
| +0.7% | +$11.5K | 0.01% | 479 |
|
|
2016
Q4 | $1.68M | Sell |
10,738
-1
| -0% | -$156 | 0.01% | 452 |
|
|
2016
Q3 | $1.25M | Buy |
10,739
+276
| +3% | +$32K | 0.01% | 521 |
|
|
2016
Q2 | $1.24M | Buy |
10,463
+13
| +0.1% | +$1.54K | 0.01% | 458 |
|
|
2016
Q1 | $1.16M | Buy |
10,450
+210
| +2% | +$23.3K | 0.01% | 455 |
|
|
2015
Q4 | $1.24M | Buy |
10,240
+7,650
| +295% | +$927K | 0.01% | 438 |
|
|
2015
Q3 | $316K | Buy |
+2,590
| New | +$316K | ﹤0.01% | 938 |
|
|
2015
Q2 | – | Sell |
-2,639
| Closed | -$335K | – | 2189 |
|
|
2015
Q1 | $335K | Buy |
2,639
+46
| +2% | +$5.84K | ﹤0.01% | 934 |
|
|
2014
Q4 | $326K | Sell |
2,593
-1,952
| -43% | -$245K | ﹤0.01% | 894 |
|
|
2014
Q3 | $560K | Buy |
4,545
+1,944
| +75% | +$240K | 0.01% | 612 |
|
|
2014
Q2 | $323K | Sell |
2,601
-1,156
| -31% | -$144K | ﹤0.01% | 804 |
|
|
2014
Q1 | $456K | Buy |
3,757
+962
| +34% | +$117K | 0.01% | 667 |
|
|
2013
Q4 | $325K | Buy |
2,795
+1,864
| +200% | +$217K | 0.01% | 651 |
|
|
2013
Q3 | $104K | Sell |
931
-18,816
| -95% | -$2.1M | ﹤0.01% | 1091 |
|
|
2013
Q2 | $2.21M | Buy |
+19,747
| New | +$2.21M | 0.05% | 122 |
|