Mather Group’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
$549K Sell
2,829
-218
-7% -$42.3K 0.01% 377
2025
Q1
$545K Buy
3,047
+245
+9% +$43.8K 0.01% 365
2024
Q4
$527K Buy
2,802
+203
+8% +$38.2K 0.01% 351
2024
Q3
$463K Buy
2,599
+123
+5% +$21.9K 0.01% 382
2024
Q2
$360K Buy
2,476
+265
+12% +$38.5K ﹤0.01% 484
2024
Q1
$303K Sell
2,211
-11
-0.5% -$1.51K ﹤0.01% 440
2023
Q4
$305K Buy
+2,222
New +$305K ﹤0.01% 451
2022
Q4
Sell
-1,619
Closed -$285K 501
2022
Q3
$285K Buy
+1,619
New +$285K 0.01% 377