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 |
|