Old Port Advisors’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 | $1.6M | Sell |
8,254
-1,250
| -13% | -$242K | 0.44% | 78 |
|
2025
Q1 | $1.7M | Sell |
9,504
-193
| -2% | -$34.5K | 0.5% | 71 |
|
2024
Q4 | $1.82M | Sell |
9,697
-197
| -2% | -$37K | 0.52% | 65 |
|
2024
Q3 | $1.76M | Sell |
9,894
-374
| -4% | -$66.6K | 0.49% | 72 |
|
2024
Q2 | $1.55M | Sell |
10,268
-838
| -8% | -$127K | 0.46% | 75 |
|
2024
Q1 | $1.62M | Sell |
11,106
-1,275
| -10% | -$185K | 0.49% | 73 |
|
2023
Q4 | $1.7M | Sell |
12,381
-1,647
| -12% | -$226K | 0.56% | 64 |
|
2023
Q3 | $1.77M | Buy |
+14,028
| New | +$1.77M | 0.64% | 54 |
|
2023
Q1 | $1.92M | Sell |
16,232
-1,835
| -10% | -$217K | 0.69% | 47 |
|
2022
Q4 | $2.62M | Sell |
18,067
-1,803
| -9% | -$262K | 0.99% | 30 |
|
2022
Q3 | $3.69M | Sell |
19,870
-94
| -0.5% | -$17.5K | 1.47% | 9 |
|
2022
Q2 | $3.17M | Buy |
+19,964
| New | +$3.17M | 1.23% | 14 |
|