J. Safra Sarasin Holding’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
$579K Buy
2,985
+1,710
+134% +$332K 0.01% 353
2025
Q1
$228K Buy
+1,275
New +$228K ﹤0.01% 463
2024
Q4
Sell
-10,394
Closed -$1.85M 491
2024
Q3
$1.85M Sell
10,394
-325
-3% -$57.9K 0.03% 220
2024
Q2
$1.62M Buy
+10,719
New +$1.62M 0.03% 250