Pathstone Family Office’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.51M Buy
2023
Q2
$395K Sell
2023
Q1
$452K Sell
2022
Q4
$3.5M Buy
2022
Q3
$4.79M Buy
2022
Q2
$1.6M Buy
2022
Q1
$1.43M Sell
2021
Q4
$1.32M Buy
2021
Q3
$729K Buy
2019
Q2
Sell
2019
Q1
$10K Sell
2018
Q4
$94K Buy
2017
Q3
Sell
2017
Q2
$21K Buy
2017
Q1
$0 Buy
2014
Q4
Sell
2014
Q3
$14K Buy