Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Buy |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $732K | Buy |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $950K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | $169K | Buy |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $27K | Buy |
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