Plancorp LLC’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
$476K Buy
2,452
+16
+0.7% +$3.1K 0.02% 232
2025
Q1
$435K Buy
2,436
+21
+0.9% +$3.75K 0.02% 224
2024
Q4
$454K Buy
2,415
+26
+1% +$4.89K 0.02% 207
2024
Q3
$426K Buy
2,389
+12
+0.5% +$2.14K 0.02% 206
2024
Q2
$360K Buy
2,377
+24
+1% +$3.63K 0.02% 210
2024
Q1
$342K Buy
2,353
+21
+0.9% +$3.05K 0.01% 214
2023
Q4
$320K Buy
+2,332
New +$320K 0.02% 208