Excalibur 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 | $409K | Sell |
2,107
-35
| -2% | -$6.79K | 0.15% | 115 |
|
|
2025
Q1 | $383K | Sell |
2,142
-15
| -0.7% | -$2.68K | 0.15% | 120 |
|
|
2024
Q4 | $406K | Sell |
2,157
-30
| -1% | -$5.64K | 0.16% | 114 |
|
|
2024
Q3 | $390K | Sell |
2,187
-47
| -2% | -$8.37K | 0.15% | 119 |
|
|
2024
Q2 | $338K | Buy |
2,234
+43
| +2% | +$6.51K | 0.14% | 122 |
|
|
2024
Q1 | $319K | Hold |
2,191
| – | – | 0.13% | 125 |
|
|
2023
Q4 | $300K | Buy |
2,191
+61
| +3% | +$8.36K | 0.14% | 124 |
|
|
2023
Q3 | $269K | Buy |
2,130
+510
| +31% | +$64.5K | 0.14% | 121 |
|
|
2023
Q2 | $200K | Buy |
+1,620
| New | +$200K | 0.1% | 145 |
|