Pathstone Family Office’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.51M | Buy |
11,916
+8,726
| +274% | +$1.1M | 0.01% | 553 |
|
|
2023
Q2 | $395K | Sell |
3,190
-614
| -16% | -$76K | 0.01% | 850 |
|
|
2023
Q1 | $452K | Sell |
3,804
-27,458
| -88% | -$3.27M | 0.01% | 740 |
|
|
2022
Q4 | $3.5M | Buy |
31,262
+4,261
| +16% | +$477K | 0.03% | 352 |
|
|
2022
Q3 | $4.79M | Buy |
27,001
+16,936
| +168% | +$3M | 0.04% | 243 |
|
|
2022
Q2 | $1.6M | Buy |
10,065
+1,604
| +19% | +$256K | 0.04% | 242 |
|
|
2022
Q1 | $1.43M | Sell |
8,461
-125
| -1% | -$21.2K | 0.03% | 242 |
|
|
2021
Q4 | $1.32M | Buy |
8,586
+3,703
| +76% | +$568K | 0.03% | 265 |
|
|
2021
Q3 | $729K | Buy |
+4,883
| New | +$729K | 0.02% | 379 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$10K | – | 801 |
|
|
2019
Q1 | $10K | Sell |
60
-594
| -91% | -$99K | ﹤0.01% | 515 |
|
|
2018
Q4 | $94K | Buy |
+654
| New | +$94K | 0.03% | 134 |
|
|
2017
Q3 | – | Sell |
-128
| Closed | -$21K | – | 283 |
|
|
2017
Q2 | $21K | Buy |
128
+125
| +4,167% | +$20.5K | 0.01% | 274 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 605 |
|
|
2014
Q4 | – | Sell |
-110
| Closed | -$14K | – | 195 |
|
|
2014
Q3 | $14K | Buy |
+110
| New | +$14K | 0.04% | 177 |
|