JWBC
J.W. Burns & Co’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
5,141
-216
| -4% | -$41.9K | 0.12% | 99 |
|
|
2025
Q1 | $958K | Sell |
5,357
-7
| -0.1% | -$1.25K | 0.12% | 98 |
|
|
2024
Q4 | $1.01M | Sell |
5,364
-75
| -1% | -$14.1K | 0.13% | 97 |
|
|
2024
Q3 | $969K | Hold |
5,439
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $823K | Sell |
5,439
-6
| -0.1% | -$908 | 0.11% | 105 |
|
|
2024
Q1 | $792K | Sell |
5,445
-589
| -10% | -$85.7K | 0.11% | 110 |
|
|
2023
Q4 | $827K | Buy |
6,034
+80
| +1% | +$11K | 0.12% | 104 |
|
|
2023
Q3 | $753K | Buy |
5,954
+90
| +2% | +$11.4K | 0.12% | 107 |
|
|
2023
Q2 | $726K | Hold |
5,864
| – | – | 0.12% | 102 |
|
|
2023
Q1 | $701K | Buy |
5,864
+99
| +2% | +$11.8K | 0.12% | 100 |
|
|
2022
Q4 | $836K | Sell |
5,765
-50
| -0.9% | -$7.25K | 0.15% | 93 |
|
|
2022
Q3 | $1.03M | Sell |
5,815
-56
| -1% | -$9.87K | 0.2% | 80 |
|
|
2022
Q2 | $936K | Buy |
5,871
+1,327
| +29% | +$212K | 0.18% | 88 |
|
|
2022
Q1 | $770K | Buy |
4,544
+3,051
| +204% | +$517K | 0.12% | 103 |
|
|
2021
Q4 | $229K | Hold |
1,493
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $223K | Buy |
+1,493
| New | +$223K | 0.03% | 173 |
|