Morningstar Investment Management’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 | $413K | Buy |
+2,127
| New | +$413K | 0.04% | 130 |
|
|
2025
Q1 | – | Sell |
-2,035
| Closed | -$383K | – | 165 |
|
|
2024
Q4 | $383K | Sell |
2,035
-8,457
| -81% | -$1.59M | 0.03% | 141 |
|
|
2024
Q3 | $1.95M | Sell |
10,492
-7,156
| -41% | -$1.33M | 0.19% | 49 |
|
|
2024
Q2 | $2.67M | Sell |
17,648
-1,906
| -10% | -$288K | 0.28% | 42 |
|
|
2024
Q1 | $2.84M | Buy |
19,554
+29
| +0.1% | +$4.22K | 0.31% | 40 |
|
|
2023
Q4 | $2.68M | Buy |
+19,525
| New | +$2.68M | 0.31% | 42 |
|