L.J. Altfest & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,284
| Closed | -$407K | – | 355 |
|
|
2024
Q3 | $407K | Sell |
2,284
-30
| -1% | -$4.97K | 0.05% | 237 |
|
|
2024
Q2 | $350K | Buy |
2,314
+67
| +3% | +$9.79K | 0.05% | 237 |
|
|
2024
Q1 | $327K | Sell |
2,247
-109
| -5% | -$15.1K | 0.05% | 245 |
|
|
2023
Q4 | $323K | Sell |
2,356
-3
| -0.1% | -$377 | 0.05% | 245 |
|
|
2023
Q3 | $298K | Sell |
2,359
-6
| -0.3% | -$783 | 0.05% | 243 |
|
|
2023
Q2 | $293K | Buy |
2,365
+665
| +39% | +$80.5K | 0.04% | 245 |
|
|
2023
Q1 | $203K | Hold |
1,700
| – | – | 0.03% | 266 |
|
|
2022
Q4 | $247K | Hold |
1,700
| – | – | 0.04% | 228 |
|
|
2022
Q3 | $300K | Hold |
1,700
| – | – | 0.06% | 207 |
|
|
2022
Q2 | $271K | Hold |
1,700
| – | – | 0.05% | 214 |
|
|
2022
Q1 | $288K | Hold |
1,700
| – | – | 0.05% | 210 |
|
|
2021
Q4 | $261K | Hold |
1,700
| – | – | 0.05% | 216 |
|
|
2021
Q3 | $254K | Hold |
1,700
| – | – | 0.05% | 227 |
|
|
2021
Q2 | $247K | Hold |
1,700
| – | – | 0.05% | 233 |
|
|
2021
Q1 | $258K | Hold |
1,700
| – | – | 0.06% | 225 |
|
|
2020
Q4 | $216K | Buy |
+1,700
| New | +$194K | 0.05% | 244 |
|
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$289K | – | 223 |
|
|
2019
Q4 | $289K | Hold |
1,700
| – | – | 0.07% | 154 |
|
|
2019
Q3 | $269K | Hold |
1,700
| – | – | 0.07% | 149 |
|
|
2019
Q2 | $289K | Hold |
1,700
| – | – | 0.08% | 143 |
|
|
2019
Q1 | $267K | Hold |
1,700
| – | – | 0.07% | 155 |
|
|
2018
Q4 | $243K | Hold |
1,700
| – | – | 0.07% | 131 |
|
|
2018
Q3 | $280K | Hold |
1,700
| – | – | 0.08% | 144 |
|
|
2018
Q2 | $289K | Hold |
1,700
| – | – | 0.11% | 133 |
|
|
2018
Q1 | $313K | Hold |
1,700
| – | – | 0.14% | 126 |
|
|
2017
Q4 | $291K | Hold |
1,700
| – | – | 0.11% | 134 |
|
|
2017
Q3 | $274K | Hold |
1,700
| – | – | 0.13% | 123 |
|
|
2017
Q2 | $275K | Hold |
1,700
| – | – | 0.17% | 120 |
|
|
2017
Q1 | $263K | Hold |
1,700
| – | – | 0.1% | 120 |
|
|
2016
Q4 | $266K | Buy |
+1,700
| New | +$230K | 0.13% | 121 |
|
|
2016
Q3 | – | Sell |
-1,700
| Closed | -$201K | – | 124 |
|
|
2016
Q2 | $201K | Buy |
+1,700
| New | +$197K | 0.14% | 116 |
|
|
2016
Q1 | – | Sell |
-1,700
| Closed | -$206K | – | 91 |
|
|
2015
Q4 | $206K | Hold |
1,700
| – | – | 0.2% | 93 |
|
|
2015
Q3 | $207K | Hold |
1,700
| – | – | 0.2% | 90 |
|
|
2015
Q2 | $212K | Hold |
1,700
| – | – | 0.19% | 88 |
|
|
2015
Q1 | $216K | Hold |
1,700
| – | – | 0.2% | 85 |
|
|
2014
Q4 | $214K | Buy |
+1,700
| New | +$209K | 0.17% | 106 |
|
Other funds holding MTB
