Loring Wolcott & Coolidge Fiduciary Advisors’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 | $209K | Hold |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $188K | Hold |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $125K | Sell |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $77K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $143K | Hold |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $132K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $138K | Hold |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $144K | Hold |
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|
2017
Q3 | $135K | Hold |
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|
2017
Q2 | $137K | Hold |
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|
2017
Q1 | $130K | Hold |
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|
2016
Q4 | $131K | Hold |
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|
2016
Q3 | $98K | Hold |
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|
2016
Q2 | $99K | Hold |
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|
2016
Q1 | $93K | Sell |
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|
2015
Q4 | $149K | Buy |
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|
2015
Q3 | $105K | Hold |
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|
2015
Q2 | $105K | Hold |
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|
2015
Q1 | $107K | Hold |
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|
2014
Q4 | $106K | Hold |
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|
2014
Q3 | $104K | Sell |
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|
2014
Q2 | $126K | Hold |
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|
2014
Q1 | $124K | Hold |
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|
2013
Q4 | $119K | Hold |
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|
2013
Q3 | $114K | Hold |
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|
2013
Q2 | $114K | Buy |
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