Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $175K | Sell |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $173K | Sell |
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|
2023
Q1 | $167K | Buy |
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|
2022
Q4 | $196K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $46K | Buy |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $34K | Sell |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $37K | Sell |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $53K | Buy |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $45K | Buy |
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|
2017
Q3 | $42K | Sell |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $41K | Sell |
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|
2016
Q4 | $43K | Buy |
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