Lee, Danner & Bass’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 | $3.96M | Hold |
20,410
| – | – | 0.31% | 74 |
|
|
2025
Q1 | $3.65M | Sell |
20,410
-1,441
| -7% | -$258K | 0.3% | 73 |
|
|
2024
Q4 | $4.11M | Sell |
21,851
-1,003
| -4% | -$189K | 0.33% | 66 |
|
|
2024
Q3 | $4.07M | Sell |
22,854
-500
| -2% | -$89.1K | 0.29% | 71 |
|
|
2024
Q2 | $3.54M | Buy |
+23,354
| New | +$3.54M | 0.27% | 77 |
|
|
2023
Q4 | $3.97M | Buy |
28,954
+2,204
| +8% | +$302K | 0.34% | 69 |
|
|
2023
Q3 | $3.38M | Hold |
26,750
| – | – | 0.31% | 72 |
|
|
2023
Q2 | $3.31M | Buy |
26,750
+25
| +0.1% | +$3.09K | 0.28% | 75 |
|
|
2023
Q1 | $3.2M | Sell |
26,725
-10,170
| -28% | -$1.22M | 0.29% | 73 |
|
|
2022
Q4 | $5.35M | Sell |
36,895
-360
| -1% | -$52.2K | 0.5% | 48 |
|
|
2022
Q3 | $6.57M | Sell |
37,255
-1,152
| -3% | -$203K | 0.69% | 37 |
|
|
2022
Q2 | $6.12M | Buy |
+38,407
| New | +$6.12M | 0.62% | 42 |
|