Neville Rodie & Shaw’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
$206K Buy
+1,062
New +$206K 0.02% 239
2025
Q1
Sell
-1,062
Closed -$200K 256
2024
Q4
$200K Buy
+1,062
New +$200K 0.01% 251
2023
Q1
Sell
-1,424
Closed -$207K 249
2022
Q4
$207K Hold
1,424
0.02% 239
2022
Q3
$251K Sell
1,424
-55
-4% -$9.7K 0.02% 225
2022
Q2
$236K Buy
+1,479
New +$236K 0.02% 236