Global Retirement Partners’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 | $379K | Buy |
+1,952
| New | +$379K | 0.01% | 834 |
|
|
2024
Q4 | $326K | Buy |
1,736
+156
| +10% | +$29.3K | 0.01% | 766 |
|
|
2024
Q3 | $282K | Sell |
1,580
-70
| -4% | -$12.5K | 0.01% | 799 |
|
|
2024
Q2 | $250K | Buy |
1,650
+333
| +25% | +$50.4K | 0.01% | 816 |
|
|
2024
Q1 | $192K | Sell |
1,317
-17
| -1% | -$2.47K | 0.01% | 804 |
|
|
2023
Q4 | $175K | Sell |
1,334
-30
| -2% | -$3.94K | 0.01% | 808 |
|
|
2023
Q3 | $167K | Sell |
1,364
-34
| -2% | -$4.16K | 0.01% | 738 |
|
|
2023
Q2 | $173K | Sell |
1,398
-56
| -4% | -$6.93K | 0.01% | 747 |
|
|
2023
Q1 | $167K | Buy |
1,454
+102
| +8% | +$11.7K | 0.01% | 734 |
|
|
2022
Q4 | $196K | Buy |
1,352
+577
| +74% | +$83.7K | 0.01% | 598 |
|
|
2022
Q3 | $130K | Buy |
775
+208
| +37% | +$34.9K | 0.01% | 695 |
|
|
2022
Q2 | $90K | Buy |
567
+8
| +1% | +$1.27K | 0.01% | 785 |
|
|
2022
Q1 | $95K | Buy |
+559
| New | +$95K | 0.01% | 777 |
|
|
2021
Q4 | – | Sell |
-293
| Closed | -$44K | – | 1224 |
|
|
2021
Q3 | $44K | Buy |
293
+10
| +4% | +$1.5K | ﹤0.01% | 897 |
|
|
2021
Q2 | $41K | Sell |
283
-19
| -6% | -$2.75K | ﹤0.01% | 936 |
|
|
2021
Q1 | $46K | Buy |
302
+100
| +50% | +$15.2K | 0.01% | 826 |
|
|
2020
Q4 | $26K | Sell |
202
-1
| -0.5% | -$129 | ﹤0.01% | 953 |
|
|
2020
Q3 | $19K | Hold |
203
| – | – | ﹤0.01% | 948 |
|
|
2020
Q2 | $21K | Hold |
203
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $21K | Hold |
203
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $34K | Sell |
203
-31
| -13% | -$5.19K | 0.01% | 754 |
|
|
2019
Q3 | $37K | Sell |
234
-21
| -8% | -$3.32K | 0.01% | 703 |
|
|
2019
Q2 | $43K | Sell |
255
-23
| -8% | -$3.88K | 0.01% | 646 |
|
|
2019
Q1 | $44K | Buy |
278
+21
| +8% | +$3.32K | 0.01% | 579 |
|
|
2018
Q4 | $37K | Sell |
257
-57
| -18% | -$8.21K | 0.01% | 575 |
|
|
2018
Q3 | $52K | Hold |
314
| – | – | 0.01% | 553 |
|
|
2018
Q2 | $53K | Buy |
314
+50
| +19% | +$8.44K | 0.01% | 529 |
|
|
2018
Q1 | $49K | Hold |
264
| – | – | 0.01% | 528 |
|
|
2017
Q4 | $45K | Buy |
264
+2
| +0.8% | +$341 | 0.01% | 521 |
|
|
2017
Q3 | $42K | Sell |
262
-1
| -0.4% | -$160 | 0.02% | 473 |
|
|
2017
Q2 | $43K | Hold |
263
| – | – | 0.02% | 430 |
|
|
2017
Q1 | $41K | Sell |
263
-12
| -4% | -$1.87K | 0.02% | 408 |
|
|
2016
Q4 | $43K | Buy |
+275
| New | +$43K | 0.03% | 375 |
|