Forum Financial Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Buy |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $355K | Hold |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $577K | Hold |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $266K | Buy |
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