Crestwood Advisors Group’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 | $628K | Buy |
3,237
+54
| +2% | +$10.5K | 0.01% | 316 |
|
|
2025
Q1 | $569K | Buy |
3,183
+48
| +2% | +$8.58K | 0.01% | 325 |
|
|
2024
Q4 | $589K | Buy |
3,135
+32
| +1% | +$6.02K | 0.01% | 285 |
|
|
2024
Q3 | $553K | Buy |
3,103
+57
| +2% | +$10.2K | 0.01% | 282 |
|
|
2024
Q2 | $461K | Sell |
3,046
-30
| -1% | -$4.54K | 0.01% | 287 |
|
|
2024
Q1 | $447K | Sell |
3,076
-29
| -0.9% | -$4.22K | 0.01% | 295 |
|
|
2023
Q4 | $426K | Buy |
3,105
+3
| +0.1% | +$411 | 0.01% | 282 |
|
|
2023
Q3 | $392K | Buy |
3,102
+66
| +2% | +$8.35K | 0.01% | 265 |
|
|
2023
Q2 | $376K | Sell |
3,036
-220
| -7% | -$27.2K | 0.01% | 199 |
|
|
2023
Q1 | $389K | Sell |
3,256
-34
| -1% | -$4.07K | 0.01% | 201 |
|
|
2022
Q4 | $477K | Sell |
3,290
-100
| -3% | -$14.5K | 0.02% | 194 |
|
|
2022
Q3 | $598K | Buy |
3,390
+34
| +1% | +$6K | 0.02% | 176 |
|
|
2022
Q2 | $535K | Buy |
+3,356
| New | +$535K | 0.02% | 188 |
|