Lewis Asset Management’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 | $432K | Buy |
2,229
+2
| +0.1% | +$388 | 0.2% | 118 |
|
|
2025
Q1 | $398K | Buy |
2,227
+1
| +0% | +$179 | 0.33% | 77 |
|
|
2024
Q4 | $418K | Buy |
2,226
+2
| +0.1% | +$376 | 0.32% | 81 |
|
|
2024
Q3 | $396K | Sell |
2,224
-93
| -4% | -$16.6K | 0.29% | 87 |
|
|
2024
Q2 | $351K | Sell |
2,317
-22
| -0.9% | -$3.33K | 0.27% | 84 |
|
|
2024
Q1 | $340K | Sell |
2,339
-600
| -20% | -$87.3K | 0.28% | 81 |
|
|
2023
Q4 | $403K | Buy |
+2,939
| New | +$403K | 0.37% | 67 |
|