Douglass Winthrop 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 | $339K | Hold |
1,750
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $313K | Sell |
1,750
-125
| -7% | -$22.3K | 0.01% | 238 |
|
|
2024
Q4 | $353K | Hold |
1,875
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $334K | Hold |
1,875
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $284K | Hold |
1,875
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $273K | Buy |
+1,875
| New | +$273K | 0.01% | 247 |
|
|
2019
Q1 | – | Sell |
-1,850
| Closed | -$265K | – | 247 |
|
|
2018
Q4 | $265K | Hold |
1,850
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $304K | Hold |
1,850
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $315K | Hold |
1,850
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $341K | Hold |
1,850
| – | – | 0.02% | 223 |
|
|
2017
Q4 | $316K | Hold |
1,850
| – | – | 0.02% | 202 |
|
|
2017
Q3 | $298K | Hold |
1,850
| – | – | 0.02% | 206 |
|
|
2017
Q2 | $300K | Hold |
1,850
| – | – | 0.02% | 206 |
|
|
2017
Q1 | $286K | Sell |
1,850
-190
| -9% | -$29.4K | 0.02% | 206 |
|
|
2016
Q4 | $319K | Sell |
2,040
-85
| -4% | -$13.3K | 0.02% | 189 |
|
|
2016
Q3 | $247K | Buy |
2,125
+85
| +4% | +$9.88K | 0.02% | 219 |
|
|
2016
Q2 | $241K | Hold |
2,040
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $226K | Hold |
2,040
| – | – | 0.02% | 211 |
|
|
2015
Q4 | $247K | Sell |
2,040
-240
| -11% | -$29.1K | 0.02% | 204 |
|
|
2015
Q3 | $278K | Sell |
2,280
-100
| -4% | -$12.2K | 0.02% | 198 |
|
|
2015
Q2 | $302K | Hold |
2,380
| – | – | 0.02% | 203 |
|
|
2015
Q1 | $302K | Sell |
2,380
-128,983
| -98% | -$16.4M | 0.02% | 203 |
|
|
2014
Q4 | $16.5M | Buy |
131,363
+1,645
| +1% | +$207K | 1.47% | 26 |
|
|
2014
Q3 | $16M | Buy |
129,718
+715
| +0.6% | +$88.2K | 1.47% | 28 |
|
|
2014
Q2 | $16M | Buy |
129,003
+3,900
| +3% | +$484K | 1.47% | 29 |
|
|
2014
Q1 | $15.2M | Buy |
125,103
+8,615
| +7% | +$1.05M | 1.5% | 28 |
|
|
2013
Q4 | $13.6M | Buy |
116,488
+945
| +0.8% | +$110K | 1.41% | 30 |
|
|
2013
Q3 | $12.9M | Buy |
115,543
+6,775
| +6% | +$758K | 1.5% | 29 |
|
|
2013
Q2 | $12.2M | Buy |
+108,768
| New | +$12.2M | 1.47% | 30 |
|