Frank Rimerman 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 | – | Sell |
-1,203
| Closed | -$215K | – | 597 |
|
|
2025
Q1 | $215K | Buy |
+1,203
| New | +$215K | 0.02% | 484 |
|
|
2024
Q4 | – | Sell |
-5,644
| Closed | -$1.01M | – | 546 |
|
|
2024
Q3 | $1.01M | Buy |
5,644
+57
| +1% | +$10.2K | 0.07% | 220 |
|
|
2024
Q2 | $846K | Buy |
+5,587
| New | +$846K | 0.06% | 244 |
|