Forum Financial 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 | $555K | Sell |
2,861
-8
| -0.3% | -$1.55K | 0.01% | 374 |
|
|
2025
Q1 | $513K | Sell |
2,869
-4
| -0.1% | -$715 | 0.01% | 361 |
|
|
2024
Q4 | $540K | Buy |
2,873
+62
| +2% | +$11.7K | 0.01% | 353 |
|
|
2024
Q3 | $501K | Buy |
2,811
+2
| +0.1% | +$356 | 0.01% | 327 |
|
|
2024
Q2 | $425K | Buy |
2,809
+2
| +0.1% | +$303 | 0.01% | 352 |
|
|
2024
Q1 | $408K | Hold |
2,807
| – | – | 0.01% | 393 |
|
|
2023
Q4 | $385K | Hold |
2,807
| – | – | 0.01% | 369 |
|
|
2023
Q3 | $355K | Hold |
2,807
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $347K | Sell |
2,807
-2
| -0.1% | -$248 | 0.01% | 393 |
|
|
2023
Q1 | $336K | Sell |
2,809
-391
| -12% | -$46.8K | 0.01% | 367 |
|
|
2022
Q4 | $464K | Sell |
3,200
-70
| -2% | -$10.2K | 0.02% | 270 |
|
|
2022
Q3 | $577K | Hold |
3,270
| – | – | 0.03% | 198 |
|
|
2022
Q2 | $521K | Buy |
3,270
+1,535
| +88% | +$245K | 0.03% | 227 |
|
|
2022
Q1 | $294K | Hold |
1,735
| – | – | 0.01% | 404 |
|
|
2021
Q4 | $266K | Buy |
+1,735
| New | +$266K | 0.01% | 471 |
|