Mark Sheptoff Financial Planning’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 | $82.7K | Hold |
426
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $76.2K | Hold |
426
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $80.1K | Buy |
426
+3
| +0.7% | +$564 | 0.04% | 140 |
|
|
2024
Q3 | $75.4K | Buy |
423
+3
| +0.7% | +$535 | 0.04% | 146 |
|
|
2024
Q2 | $63.6K | Buy |
420
+4
| +1% | +$605 | 0.04% | 162 |
|
|
2024
Q1 | $60.5K | Buy |
416
+4
| +1% | +$582 | 0.03% | 161 |
|
|
2023
Q4 | $56.5K | Buy |
412
+359
| +677% | +$49.3K | 0.03% | 151 |
|
|
2023
Q3 | $6.7K | Hold |
53
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $6.56K | Hold |
53
| – | – | ﹤0.01% | 300 |
|
|
2023
Q1 | $6.34K | Hold |
53
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $7.69K | Hold |
53
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $9K | Hold |
53
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 273 |
|
|
2016
Q4 | – | Sell |
-270
| Closed | -$31K | – | 369 |
|
|
2016
Q3 | $31K | Hold |
270
| – | – | 0.02% | 195 |
|
|
2016
Q2 | $32K | Hold |
270
| – | – | 0.02% | 181 |
|
|
2016
Q1 | $30K | Hold |
270
| – | – | 0.02% | 182 |
|
|
2015
Q4 | $33K | Buy |
+270
| New | +$33K | 0.03% | 192 |
|