McCollum Christoferson 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 | $4.54M | Hold |
23,396
| – | – | 1.35% | 31 |
|
|
2025
Q1 | $4.18M | Buy |
23,396
+500
| +2% | +$89.4K | 1.28% | 33 |
|
|
2024
Q4 | $4.3M | Hold |
22,896
| – | – | 1.27% | 30 |
|
|
2024
Q3 | $4.08M | Hold |
22,896
| – | – | 1.18% | 33 |
|
|
2024
Q2 | $3.47M | Hold |
22,896
| – | – | 1.03% | 36 |
|
|
2024
Q1 | $3.33M | Hold |
22,896
| – | – | 0.96% | 37 |
|
|
2023
Q4 | $3.14M | Sell |
22,896
-1,600
| -7% | -$219K | 0.95% | 37 |
|
|
2023
Q3 | $3.1M | Sell |
24,496
-480
| -2% | -$60.7K | 0.95% | 39 |
|
|
2023
Q2 | $3.09M | Buy |
24,976
+134
| +0.5% | +$16.6K | 0.88% | 40 |
|
|
2023
Q1 | $2.97M | Hold |
24,842
| – | – | 0.92% | 39 |
|
|
2022
Q4 | $3.6M | Hold |
24,842
| – | – | 1.14% | 37 |
|
|
2022
Q3 | $4.38M | Sell |
24,842
-150
| -0.6% | -$26.4K | 1.47% | 31 |
|
|
2022
Q2 | $3.98M | Buy |
24,992
+180
| +0.7% | +$28.7K | 1.21% | 37 |
|
|
2022
Q1 | $4.21M | Buy |
24,812
+66
| +0.3% | +$11.2K | 1.04% | 40 |
|
|
2021
Q4 | $3.8M | Hold |
24,746
| – | – | 0.86% | 40 |
|
|
2021
Q3 | $3.7M | Buy |
24,746
+1,450
| +6% | +$217K | 0.88% | 42 |
|
|
2021
Q2 | $3.39M | Hold |
23,296
| – | – | 0.8% | 44 |
|
|
2021
Q1 | $3.53M | Sell |
23,296
-250
| -1% | -$37.9K | 0.9% | 43 |
|
|
2020
Q4 | $3M | Sell |
23,546
-13,303
| -36% | -$1.69M | 0.77% | 45 |
|
|
2020
Q3 | $3.39M | Buy |
+36,849
| New | +$3.39M | 0.97% | 42 |
|
|
2020
Q1 | – | Sell |
-1,221
| Closed | -$207K | – | 66 |
|
|
2019
Q4 | $207K | Buy |
+1,221
| New | +$207K | 0.07% | 69 |
|
|
2019
Q3 | – | Sell |
-1,221
| Closed | -$208K | – | 72 |
|
|
2019
Q2 | $208K | Buy |
+1,221
| New | +$208K | 0.07% | 66 |
|
|
2018
Q4 | – | Sell |
-1,221
| Closed | -$201K | – | 69 |
|
|
2018
Q3 | $201K | Hold |
1,221
| – | – | 0.07% | 72 |
|
|
2018
Q2 | $208K | Hold |
1,221
| – | – | 0.08% | 69 |
|
|
2018
Q1 | $225K | Hold |
1,221
| – | – | 0.09% | 68 |
|
|
2017
Q4 | $209K | Buy |
+1,221
| New | +$209K | 0.09% | 72 |
|