Jackson Grant Investment Advisers’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 | $4.46K | Hold |
23
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $4.11K | Hold |
23
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $4.32K | Hold |
23
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $4.1K | Hold |
23
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $3.48K | Hold |
23
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $3.35K | Sell |
23
-545
| -96% | -$79.3K | ﹤0.01% | 330 |
|
|
2023
Q4 | $77.9K | Sell |
568
-74
| -12% | -$10.1K | 0.03% | 150 |
|
|
2023
Q3 | $81.2K | Hold |
642
| – | – | 0.04% | 142 |
|
|
2023
Q2 | $79.5K | Buy |
642
+6
| +0.9% | +$743 | 0.04% | 147 |
|
|
2023
Q1 | $76.1K | Buy |
636
+28
| +5% | +$3.35K | 0.04% | 154 |
|
|
2022
Q4 | $88.1K | Buy |
608
+5
| +0.8% | +$725 | 0.04% | 141 |
|
|
2022
Q3 | $106K | Buy |
603
+3
| +0.5% | +$527 | 0.06% | 134 |
|
|
2022
Q2 | $96K | Buy |
600
+526
| +711% | +$84.2K | 0.05% | 140 |
|
|
2022
Q1 | $13K | Hold |
74
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $11K | Hold |
74
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $11K | Hold |
74
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $11K | Hold |
74
| – | – | 0.01% | 335 |
|
|
2020
Q4 | $9K | Hold |
74
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $7K | Hold |
74
| – | – | ﹤0.01% | 213 |
|
|
2020
Q2 | $8K | Hold |
74
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $8K | Hold |
74
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $13K | Hold |
74
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $12K | Sell |
74
-16
| -18% | -$2.6K | 0.01% | 204 |
|
|
2019
Q2 | $15K | Hold |
90
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $14K | Buy |
90
+74
| +463% | +$11.5K | 0.01% | 196 |
|
|
2018
Q4 | $2K | Sell |
16
-27
| -63% | -$3.38K | ﹤0.01% | 232 |
|
|
2018
Q3 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 196 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$32K | – | 216 |
|
|
2017
Q3 | $32K | Hold |
200
| – | – | 0.02% | 167 |
|
|
2017
Q2 | $32K | Buy |
200
+1
| +0.5% | +$160 | 0.02% | 149 |
|
|
2017
Q1 | $31K | Hold |
199
| – | – | 0.02% | 142 |
|
|
2016
Q4 | $31K | Hold |
199
| – | – | 0.03% | 141 |
|
|
2016
Q3 | $23K | Buy |
+199
| New | +$23K | 0.02% | 144 |
|