Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,869
| Closed | -$355K | – | 731 |
|
|
2023
Q2 | $355K | Sell |
2,869
-562
| -16% | -$68K | 0.04% | 487 |
|
|
2023
Q1 | $410K | Sell |
3,431
-3,643
| -51% | -$529K | 0.05% | 462 |
|
|
2022
Q4 | $1.03M | Buy |
7,074
+56
| +0.8% | +$9.21K | 0.12% | 242 |
|
|
2022
Q3 | $1.24M | Buy |
7,018
+3,690
| +111% | +$653K | 0.14% | 187 |
|
|
2022
Q2 | $530K | Buy |
+3,328
| New | +$559K | 0.06% | 438 |
|
|
2020
Q2 | – | Sell |
-1,362
| Closed | -$232K | – | 643 |
|
|
2020
Q1 | $232K | Sell |
1,362
-195
| -13% | -$28.7K | 0.02% | 585 |
|
|
2019
Q4 | $264K | Buy |
1,557
+147
| +10% | +$23.9K | 0.02% | 531 |
|
|
2019
Q3 | $223K | Buy |
1,410
+114
| +9% | +$17.9K | 0.02% | 602 |
|
|
2019
Q2 | $220K | Buy |
+1,296
| New | +$215K | 0.02% | 603 |
|
|
2019
Q1 | – | Sell |
-3,218
| Closed | -$461K | – | 758 |
|
|
2018
Q4 | $461K | Buy |
3,218
+1,097
| +52% | +$175K | 0.04% | 446 |
|
|
2018
Q3 | $380K | Hold |
2,121
| – | – | 0.02% | 631 |
|
|
2018
Q2 | $361K | Sell |
2,121
-1,641
| -44% | -$294K | 0.02% | 687 |
|
|
2018
Q1 | $694K | Buy |
3,762
+77
| +2% | +$14.4K | 0.04% | 498 |
|
|
2017
Q4 | $630K | Sell |
3,685
-1,750
| -32% | -$290K | 0.03% | 532 |
|
|
2017
Q3 | $875K | Buy |
5,435
+1,834
| +51% | +$288K | 0.05% | 381 |
|
|
2017
Q2 | $583K | Sell |
3,601
-300
| -8% | -$47.3K | 0.03% | 506 |
|
|
2017
Q1 | $604K | Buy |
3,901
+1,392
| +55% | +$225K | 0.04% | 472 |
|
|
2016
Q4 | $392K | Buy |
2,509
+460
| +22% | +$62.3K | 0.02% | 577 |
|
|
2016
Q3 | $238K | Buy |
+2,049
| New | +$238K | 0.02% | 741 |
|
|
2016
Q1 | – | Sell |
-1,822
| Closed | -$221K | – | 870 |
|
|
2015
Q4 | $221K | Buy |
+1,822
| New | +$222K | 0.02% | 662 |
|
Other funds holding MTB
