M Holdings Securities’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,772
| Closed | -$2.16M | – | 165 |
|
|
2023
Q4 | $2.16M | Sell |
15,772
-449
| -3% | -$61.5K | 0.24% | 74 |
|
|
2023
Q3 | $2.05M | Buy |
16,221
+4,538
| +39% | +$574K | 0.27% | 68 |
|
|
2023
Q2 | $1.45M | Sell |
11,683
-4,636
| -28% | -$574K | 0.3% | 36 |
|
|
2023
Q1 | $1.95M | Sell |
16,319
-60
| -0.4% | -$7.17K | 0.2% | 61 |
|
|
2022
Q4 | $2.38M | Sell |
16,379
-13,428
| -45% | -$1.95M | 0.25% | 80 |
|
|
2022
Q3 | $5.26M | Hold |
29,807
| – | – | 0.58% | 37 |
|
|
2022
Q2 | $4.75M | Buy |
+29,807
| New | +$4.75M | 0.48% | 46 |
|
|
2021
Q2 | – | Sell |
-3,659
| Closed | -$555K | – | 384 |
|
|
2021
Q1 | $555K | Buy |
+3,659
| New | +$555K | 0.05% | 278 |
|