Investment House LLC’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
$262K Hold
1,350
0.01% 199
2025
Q1
$241K Hold
1,350
0.01% 204
2024
Q4
$254K Hold
1,350
0.01% 189
2024
Q3
$240K Hold
1,350
0.01% 200
2024
Q2
$204K Buy
+1,350
New +$204K 0.01% 201
2023
Q3
Sell
-18,426
Closed -$2.28M 192
2023
Q2
$2.28M Sell
18,426
-7,258
-28% -$898K 0.17% 87
2023
Q1
$3.07M Buy
+25,684
New +$3.07M 0.25% 78