J.W. Burns & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $969K | Hold |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $827K | Buy |
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|
2023
Q3 | $753K | Buy |
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|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $836K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $936K | Buy |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $223K | Buy |
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