HEIP
Hudson Edge Investment Partners’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
40,483
+2,414
| +6% | +$468K | 1.34% | 11 |
|
|
2025
Q1 | $6.8M | Buy |
38,069
+2,439
| +7% | +$436K | 1.38% | 13 |
|
|
2024
Q4 | $6.7M | Buy |
35,630
+180
| +0.5% | +$33.8K | 1.24% | 17 |
|
|
2024
Q3 | $6.31M | Sell |
35,450
-2,574
| -7% | -$458K | 1.17% | 28 |
|
|
2024
Q2 | $5.76M | Sell |
38,024
-4,625
| -11% | -$700K | 1.11% | 31 |
|
|
2024
Q1 | $6.2M | Buy |
42,649
+1,631
| +4% | +$237K | 1.21% | 29 |
|
|
2023
Q4 | $5.62M | Sell |
41,018
-1,581
| -4% | -$217K | 1.31% | 25 |
|
|
2023
Q3 | $5.39M | Buy |
+42,599
| New | +$5.39M | 1.76% | 23 |
|