Joel Isaacson & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $526K | Buy |
2,542
+152
| +6% | +$32.7K | 0.02% | 272 |
|
|
2025
Q4 | $481K | Buy |
2,390
+3
| +0.1% | +$573 | 0.02% | 284 |
|
|
2025
Q3 | $472K | Buy |
2,387
+592
| +33% | +$116K | 0.02% | 278 |
|
|
2025
Q2 | $348K | Buy |
1,795
+3
| +0.2% | +$529 | 0.01% | 304 |
|
|
2025
Q1 | $320K | Buy |
1,792
+2
| +0.1% | +$379 | 0.01% | 308 |
|
|
2024
Q4 | $336K | Buy |
1,790
+3
| +0.2% | +$596 | 0.02% | 280 |
|
|
2024
Q3 | $318K | Buy |
1,787
+2
| +0.1% | +$332 | 0.02% | 284 |
|
|
2024
Q2 | $270K | Buy |
1,785
+6
| +0.3% | +$877 | 0.01% | 292 |
|
|
2024
Q1 | $259K | Buy |
1,779
+3
| +0.2% | +$416 | 0.01% | 290 |
|
|
2023
Q4 | $243K | Buy |
1,776
+3
| +0.2% | +$377 | 0.01% | 276 |
|
|
2023
Q3 | $224K | Buy |
1,773
+4
| +0.2% | +$522 | 0.02% | 281 |
|
|
2023
Q2 | $219K | Sell |
1,769
-717
| -29% | -$86.7K | 0.01% | 293 |
|
|
2023
Q1 | $297K | Buy |
2,486
+2
| +0.1% | +$290 | 0.02% | 259 |
|
|
2022
Q4 | $360K | Buy |
+2,484
| New | +$408K | 0.03% | 214 |
|
|
2017
Q1 | – | Sell |
-795
| Closed | -$124K | – | 392 |
|
|
2016
Q4 | $124K | Hold |
795
| – | – | 0.02% | 205 |
|
|
2016
Q3 | $92K | Buy |
795
+1
| +0.1% | +$116 | 0.02% | 247 |
|
|
2016
Q2 | $94K | Hold |
794
| – | – | 0.02% | 244 |
|
|
2016
Q1 | $88K | Hold |
794
| – | – | 0.02% | 253 |
|
|
2015
Q4 | $96K | Buy |
794
+1
| +0.1% | +$122 | 0.02% | 239 |
|
|
2015
Q3 | $97K | Hold |
793
| – | – | 0.03% | 233 |
|
|
2015
Q2 | $99K | Buy |
793
+1
| +0.1% | +$123 | 0.03% | 256 |
|
|
2015
Q1 | $101K | Hold |
792
| – | – | 0.03% | 256 |
|
|
2014
Q4 | $99K | Buy |
792
+1
| +0.1% | +$123 | 0.03% | 231 |
|
|
2014
Q3 | $98K | Hold |
791
| – | – | 0.03% | 212 |
|
|
2014
Q2 | $98K | Hold |
791
| – | – | 0.03% | 209 |
|
|
2014
Q1 | $96K | Hold |
791
| – | – | 0.03% | 205 |
|
|
2013
Q4 | $92K | Hold |
791
| – | – | 0.03% | 196 |
|
|
2013
Q3 | $89K | Buy |
791
+720
| +1,014% | +$83.3K | 0.04% | 190 |
|
|
2013
Q2 | $8K | Buy |
+71
| New | +$7.32K | ﹤0.01% | 388 |
|
Other funds holding MTB
VCM
VPM
