Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.31M | Buy |
9,020
+145
| +2% | +$21K | 0.29% | 73 |
|
|
2022
Q3 | $1.56M | Buy |
8,875
+10
| +0.1% | +$1.76K | 0.37% | 65 |
|
|
2022
Q2 | $1.41M | Hold |
8,865
| – | – | 0.3% | 75 |
|
|
2022
Q1 | $1.5M | Sell |
8,865
-425
| -5% | -$72K | 0.28% | 73 |
|
|
2021
Q4 | $1.43M | Buy |
9,290
+25
| +0.3% | +$3.84K | 0.25% | 69 |
|
|
2021
Q3 | $1.38M | Buy |
9,265
+475
| +5% | +$70.9K | 0.25% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
8,790
+250
| +3% | +$36.3K | 0.23% | 66 |
|
|
2021
Q1 | $1.29M | Buy |
8,540
+350
| +4% | +$53.1K | 0.26% | 60 |
|
|
2020
Q4 | $1.04M | Buy |
8,190
+352
| +4% | +$44.8K | 0.24% | 57 |
|
|
2020
Q3 | $722K | Buy |
7,838
+3
| +0% | +$276 | 0.19% | 57 |
|
|
2020
Q2 | $815K | Buy |
7,835
+1,745
| +29% | +$182K | 0.23% | 57 |
|
|
2020
Q1 | $630K | Buy |
+6,090
| New | +$630K | 0.2% | 59 |
|
|
2018
Q4 | $779K | Hold |
5,440
| – | – | 0.26% | 52 |
|
|
2018
Q3 | $895K | Buy |
5,440
+110
| +2% | +$18.1K | 0.25% | 49 |
|
|
2018
Q2 | $907K | Hold |
5,330
| – | – | 0.28% | 49 |
|
|
2018
Q1 | $983K | Hold |
5,330
| – | – | 0.3% | 51 |
|
|
2017
Q4 | $911K | Hold |
5,330
| – | – | 0.17% | 88 |
|
|
2017
Q3 | $858K | Buy |
5,330
+50
| +0.9% | +$8.05K | 0.16% | 87 |
|
|
2017
Q2 | $855K | Hold |
5,280
| – | – | 0.18% | 82 |
|
|
2017
Q1 | $817K | Hold |
5,280
| – | – | 0.18% | 83 |
|
|
2016
Q4 | $826K | Hold |
5,280
| – | – | 0.2% | 80 |
|
|
2016
Q3 | $628K | Buy |
5,280
+266
| +5% | +$31.6K | 0.16% | 79 |
|
|
2016
Q2 | $593K | Buy |
5,014
+625
| +14% | +$73.9K | 0.16% | 76 |
|
|
2016
Q1 | $487K | Buy |
4,389
+471
| +12% | +$52.3K | 0.12% | 85 |
|
|
2015
Q4 | $475K | Buy |
3,918
+63
| +2% | +$7.64K | 0.11% | 99 |
|
|
2015
Q3 | $470K | Hold |
3,855
| – | – | 0.12% | 99 |
|
|
2015
Q2 | $482K | Buy |
3,855
+150
| +4% | +$18.8K | 0.12% | 97 |
|
|
2015
Q1 | $471K | Buy |
3,705
+500
| +16% | +$63.6K | 0.12% | 93 |
|
|
2014
Q4 | $403K | Buy |
3,205
+525
| +20% | +$66K | 0.11% | 96 |
|
|
2014
Q3 | $330K | Hold |
2,680
| – | – | 0.1% | 91 |
|
|
2014
Q2 | $332K | Hold |
2,680
| – | – | 0.1% | 94 |
|
|
2014
Q1 | $325K | Buy |
2,680
+630
| +31% | +$76.4K | 0.11% | 95 |
|
|
2013
Q4 | $239K | Hold |
2,050
| – | – | 0.08% | 98 |
|
|
2013
Q3 | $229K | Hold |
2,050
| – | – | 0.09% | 85 |
|
|
2013
Q2 | $229K | Buy |
+2,050
| New | +$229K | 0.1% | 84 |
|