HM Payson & Co’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
Q1 | $135K | Buy |
753
+1
| +0.1% | +$179 | ﹤0.01% | 484 |
|
|
2024
Q4 | $141K | Sell |
752
-1
| -0.1% | -$188 | ﹤0.01% | 479 |
|
|
2024
Q3 | $134K | Buy |
753
+22
| +3% | +$3.92K | ﹤0.01% | 480 |
|
|
2024
Q2 | $111K | Sell |
731
-550
| -43% | -$83.2K | ﹤0.01% | 489 |
|
|
2024
Q1 | $186K | Sell |
1,281
-375
| -23% | -$54.5K | ﹤0.01% | 420 |
|
|
2023
Q4 | $227K | Sell |
1,656
-551
| -25% | -$75.5K | ﹤0.01% | 363 |
|
|
2023
Q3 | $279K | Buy |
2,207
+15
| +0.7% | +$1.9K | 0.01% | 328 |
|
|
2023
Q2 | $271K | Buy |
2,192
+775
| +55% | +$95.9K | 0.01% | 329 |
|
|
2023
Q1 | $169K | Sell |
1,417
-1,609
| -53% | -$192K | ﹤0.01% | 398 |
|
|
2022
Q4 | $439K | Buy |
3,026
+1,500
| +98% | +$218K | 0.01% | 261 |
|
|
2022
Q3 | $269K | Hold |
1,526
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $243K | Buy |
1,526
+518
| +51% | +$82.5K | 0.01% | 341 |
|
|
2022
Q1 | $171K | Sell |
1,008
-400
| -28% | -$67.9K | ﹤0.01% | 418 |
|
|
2021
Q4 | $216K | Buy |
1,408
+25
| +2% | +$3.84K | ﹤0.01% | 389 |
|
|
2021
Q3 | $207K | Buy |
1,383
+1,075
| +349% | +$161K | 0.01% | 389 |
|
|
2021
Q2 | $45K | Sell |
308
-20
| -6% | -$2.92K | ﹤0.01% | 604 |
|
|
2021
Q1 | $50K | Buy |
328
+8
| +3% | +$1.22K | ﹤0.01% | 605 |
|
|
2020
Q4 | $41K | Sell |
320
-25
| -7% | -$3.2K | ﹤0.01% | 635 |
|
|
2020
Q3 | $32K | Buy |
345
+45
| +15% | +$4.17K | ﹤0.01% | 641 |
|
|
2020
Q2 | $31K | Hold |
300
| – | – | ﹤0.01% | 595 |
|
|
2020
Q1 | $31K | Hold |
300
| – | – | ﹤0.01% | 564 |
|
|
2019
Q4 | $51K | Hold |
300
| – | – | ﹤0.01% | 589 |
|
|
2019
Q3 | $47K | Hold |
300
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $51K | Buy |
+300
| New | +$51K | ﹤0.01% | 596 |
|
|
2014
Q4 | – | Sell |
-1,819
| Closed | -$224K | – | 311 |
|
|
2014
Q3 | $224K | Hold |
1,819
| – | – | 0.01% | 272 |
|
|
2014
Q2 | $226K | Sell |
1,819
-162
| -8% | -$20.1K | 0.01% | 270 |
|
|
2014
Q1 | $241K | Sell |
1,981
-58
| -3% | -$7.06K | 0.01% | 262 |
|
|
2013
Q4 | $238K | Hold |
2,039
| – | – | 0.01% | 261 |
|
|
2013
Q3 | $228K | Hold |
2,039
| – | – | 0.01% | 265 |
|
|
2013
Q2 | $228K | Buy |
+2,039
| New | +$228K | 0.01% | 260 |
|