L.M. Kohn & Company’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
$502K Sell
2,587
-3
-0.1% -$582 0.14% 139
2025
Q1
$463K Hold
2,590
0.12% 153
2024
Q4
$487K Hold
2,590
0.13% 141
2024
Q3
$461K Sell
2,590
-164
-6% -$29.2K 0.12% 157
2024
Q2
$417K Hold
2,754
0.11% 155
2024
Q1
$401K Sell
2,754
-8
-0.3% -$1.16K 0.11% 167
2023
Q4
$379K Sell
2,762
-136
-5% -$18.6K 0.12% 151
2023
Q3
$366K Sell
2,898
-7
-0.2% -$885 0.13% 143
2023
Q2
$360K Sell
2,905
-129
-4% -$16K 0.14% 145
2023
Q1
$363K Sell
3,034
-63
-2% -$7.53K 0.15% 141
2022
Q4
$449K Hold
3,097
0.21% 118
2022
Q3
$547K Sell
3,097
-1
-0% -$177 0.27% 90
2022
Q2
$494K Buy
+3,098
New +$494K 0.23% 113