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 |
|