Laird Norton Wetherby Wealth Management’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
Q3 | $312K | Buy |
1,577
+134
| +9% | +$26.3K | 0.01% | 741 |
|
|
2025
Q2 | $280K | Buy |
+1,443
| New | +$255K | 0.01% | 750 |
|
|
2024
Q4 | $268K | Sell |
1,424
-67
| -4% | -$13.3K | 0.01% | 736 |
|
|
2024
Q3 | $266K | Sell |
1,491
-104
| -7% | -$17.2K | 0.01% | 773 |
|
|
2024
Q2 | $241K | Buy |
1,595
+11
| +0.7% | +$1.61K | 0.01% | 781 |
|
|
2024
Q1 | $230K | Buy |
1,584
+7
| +0.4% | +$970 | 0.01% | 833 |
|
|
2023
Q4 | $216K | Sell |
1,577
-363
| -19% | -$45.6K | 0.01% | 833 |
|
|
2023
Q3 | $245K | Buy |
1,940
+41
| +2% | +$5.35K | 0.01% | 744 |
|
|
2023
Q2 | $235K | Buy |
1,899
+67
| +4% | +$8.11K | 0.01% | 792 |
|
|
2023
Q1 | $219K | Buy |
+1,832
| New | +$266K | 0.01% | 795 |
|
|
2022
Q4 | – | Sell |
-1,565
| Closed | -$276K | – | 937 |
|
|
2022
Q3 | $276K | Sell |
1,565
-421
| -21% | -$74.5K | 0.02% | 689 |
|
|
2022
Q2 | $317K | Buy |
1,986
+131
| +7% | +$22K | 0.02% | 662 |
|
|
2022
Q1 | $314K | Buy |
1,855
+510
| +38% | +$89.9K | 0.02% | 708 |
|
|
2021
Q4 | $207K | Buy |
+1,345
| New | +$207K | 0.01% | 855 |
|
|
2020
Q2 | – | Sell |
-2,144
| Closed | -$222K | – | 738 |
|
|
2020
Q1 | $222K | Buy |
2,144
+542
| +34% | +$79.7K | 0.03% | 546 |
|
|
2019
Q4 | $272K | Sell |
1,602
-114
| -7% | -$18.5K | 0.03% | 563 |
|
|
2019
Q3 | $271K | Sell |
1,716
-302
| -15% | -$47.5K | 0.03% | 576 |
|
|
2019
Q2 | $343K | Buy |
2,018
+303
| +18% | +$50.2K | 0.04% | 493 |
|
|
2019
Q1 | $269K | Sell |
1,715
-72
| -4% | -$11.8K | 0.03% | 546 |
|
|
2018
Q4 | $255K | Sell |
1,787
-263
| -13% | -$42K | 0.04% | 511 |
|
|
2018
Q3 | $337K | Buy |
2,050
+66
| +3% | +$11.5K | 0.04% | 470 |
|
|
2018
Q2 | $337K | Buy |
1,984
+54
| +3% | +$9.68K | 0.05% | 440 |
|
|
2018
Q1 | $356K | Buy |
1,930
+69
| +4% | +$12.9K | 0.05% | 436 |
|
|
2017
Q4 | $318K | Buy |
1,861
+65
| +4% | +$10.8K | 0.04% | 458 |
|
|
2017
Q3 | $289K | Sell |
1,796
-37
| -2% | -$5.81K | 0.04% | 467 |
|
|
2017
Q2 | $297K | Buy |
1,833
+12
| +0.7% | +$1.89K | 0.05% | 436 |
|
|
2017
Q1 | $282K | Buy |
1,821
+71
| +4% | +$11.5K | 0.05% | 440 |
|
|
2016
Q4 | $274K | Buy |
+1,750
| New | +$237K | 0.05% | 429 |
|
|
2016
Q3 | – | Sell |
-1,984
| Closed | -$234K | – | 528 |
|
|
2016
Q2 | $234K | Buy |
1,984
+12
| +0.6% | +$1.39K | 0.05% | 418 |
|
|
2016
Q1 | $219K | Buy |
+1,972
| New | +$214K | 0.05% | 411 |
|
|
2015
Q2 | – | Sell |
-1,783
| Closed | -$227K | – | 506 |
|
|
2015
Q1 | $227K | Sell |
1,783
-1,238
| -41% | -$150K | 0.06% | 398 |
|
|
2014
Q4 | $380K | Buy |
+3,021
| New | +$371K | 0.1% | 254 |
|
Other funds holding MTB
