Mark Sheptoff Financial Planning’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 | $84.2K | Hold |
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|
2025
Q2 | $82.7K | Hold |
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|
2025
Q1 | $76.2K | Hold |
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|
2024
Q4 | $80.1K | Buy |
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|
2024
Q3 | $75.4K | Buy |
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|
2024
Q2 | $63.6K | Buy |
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|
2024
Q1 | $60.5K | Buy |
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|
2023
Q4 | $56.5K | Buy |
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|
2023
Q3 | $6.7K | Hold |
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|
2023
Q2 | $6.56K | Hold |
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|
2023
Q1 | $6.34K | Hold |
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|
2022
Q4 | $7.69K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $8K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $33K | Buy |
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