Montag & Associates’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 | $517K | Hold |
2,663
| – | – | 0.03% | 303 |
|
|
2025
Q1 | $476K | Hold |
2,663
| – | – | 0.02% | 316 |
|
|
2024
Q4 | $501K | Sell |
2,663
-155
| -6% | -$29.1K | 0.02% | 320 |
|
|
2024
Q3 | $502K | Sell |
2,818
-246
| -8% | -$43.8K | 0.02% | 320 |
|
|
2024
Q2 | $464K | Hold |
3,064
| – | – | 0.02% | 316 |
|
|
2024
Q1 | $446K | Sell |
3,064
-300
| -9% | -$43.6K | 0.02% | 330 |
|
|
2023
Q4 | $461K | Buy |
3,364
+374
| +13% | +$51.3K | 0.03% | 309 |
|
|
2023
Q3 | $378K | Hold |
2,990
| – | – | 0.02% | 315 |
|
|
2023
Q2 | $370K | Buy |
+2,990
| New | +$370K | 0.02% | 326 |
|