Institutional & Family Asset Management’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
2024 Q2	$15.6K	Buy	103 +20	+24%	+$2.92K	﹤0.01%	368
2024 Q1	$12.1K	Sell	83 -2	-2%	-$277	﹤0.01%	384
2023 Q4	$11.7K	Buy	85 +3	+4%	+$377	﹤0.01%	372
2023 Q3	$10.4K	Sell	82 -2	-2%	-$261	﹤0.01%	370
2023 Q2	$10.4K	Sell	84 -4	-5%	-$484	﹤0.01%	382
2023 Q1	$10.5K	Sell	88 -7	-7%	-$1.02K	﹤0.01%	372
2022 Q4	$13.8K	Sell	95 -1	-1%	-$164	﹤0.01%	344
2022 Q3	$17K	Buy	96 +26	+37%	+$4.6K	﹤0.01%	330
2022 Q2	$11K	Hold	70	–	–	﹤0.01%	378
2022 Q1	$12K	Sell	70 -1	-1%	-$176	﹤0.01%	420
2021 Q4	$11K	Buy	+71	New	+$10.9K	﹤0.01%	435
2020 Q1	–	Sell	-12	Closed	-$2K	–	878
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	747
2019 Q3	$2K	Buy	+12	New	+$1.89K	﹤0.01%	708