Glass Jacobson Investment 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 | $9.7K | Hold |
50
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $9.4K | Hold |
50
| – | – | ﹤0.01% | 604 |
|
|
2024
Q4 | $9.4K | Sell |
50
-46
| -48% | -$8.65K | ﹤0.01% | 604 |
|
|
2024
Q3 | $17.1K | Hold |
96
| – | – | 0.01% | 510 |
|
|
2024
Q2 | $14.5K | Buy |
+96
| New | +$14.5K | 0.01% | 518 |
|
|
2023
Q3 | – | Sell |
-107
| Closed | -$13.2K | – | 822 |
|
|
2023
Q2 | $13.2K | Buy |
+107
| New | +$13.2K | 0.01% | 475 |
|
|
2022
Q4 | $15.5K | Buy |
+107
| New | +$15.5K | 0.01% | 462 |
|