RKL Wealth Management’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 | $889K | Buy |
4,585
+13
| +0.3% | +$2.52K | 0.08% | 97 |
|
|
2025
Q1 | $817K | Buy |
4,572
+13
| +0.3% | +$2.32K | 0.08% | 101 |
|
|
2024
Q4 | $857K | Buy |
4,559
+9
| +0.2% | +$1.69K | 0.08% | 100 |
|
|
2024
Q3 | $810K | Buy |
4,550
+10
| +0.2% | +$1.78K | 0.07% | 90 |
|
|
2024
Q2 | $687K | Buy |
4,540
+22
| +0.5% | +$3.33K | 0.07% | 89 |
|
|
2024
Q1 | $657K | Sell |
4,518
-3
| -0.1% | -$436 | 0.07% | 90 |
|
|
2023
Q4 | $620K | Buy |
4,521
+1,081
| +31% | +$148K | 0.07% | 92 |
|
|
2023
Q3 | $435K | Sell |
3,440
-83
| -2% | -$10.5K | 0.05% | 97 |
|
|
2023
Q2 | $436K | Buy |
3,523
+160
| +5% | +$19.8K | 0.05% | 102 |
|
|
2023
Q1 | $402K | Sell |
3,363
-1
| -0% | -$120 | 0.05% | 103 |
|
|
2022
Q4 | $488K | Sell |
3,364
-514
| -13% | -$74.6K | 0.07% | 94 |
|
|
2022
Q3 | $684K | Buy |
3,878
+12
| +0.3% | +$2.12K | 0.1% | 88 |
|
|
2022
Q2 | $616K | Hold |
3,866
| – | – | 0.08% | 89 |
|
|
2022
Q1 | $655K | Buy |
3,866
+1,663
| +75% | +$282K | 0.08% | 90 |
|
|
2021
Q4 | $338K | Hold |
2,203
| – | – | 0.04% | 100 |
|
|
2021
Q3 | $329K | Hold |
2,203
| – | – | 0.04% | 104 |
|
|
2021
Q2 | $320K | Hold |
2,203
| – | – | 0.04% | 107 |
|
|
2021
Q1 | $334K | Hold |
2,203
| – | – | 0.04% | 104 |
|
|
2020
Q4 | $280K | Buy |
+2,203
| New | +$280K | 0.04% | 109 |
|
|
2020
Q3 | – | Sell |
-2,769
| Closed | -$288K | – | 118 |
|
|
2020
Q2 | $288K | Hold |
2,769
| – | – | 0.05% | 101 |
|
|
2020
Q1 | $286K | Sell |
2,769
-1
| -0% | -$103 | 0.06% | 99 |
|
|
2019
Q4 | $470K | Hold |
2,770
| – | – | 0.08% | 95 |
|
|
2019
Q3 | $437K | Hold |
2,770
| – | – | 0.08% | 97 |
|
|
2019
Q2 | $471K | Sell |
2,770
-590
| -18% | -$100K | 0.09% | 97 |
|
|
2019
Q1 | $529K | Sell |
3,360
-202
| -6% | -$31.8K | 0.1% | 98 |
|
|
2018
Q4 | $510K | Buy |
3,562
+1
| +0% | +$143 | 0.12% | 95 |
|
|
2018
Q3 | $585K | Sell |
3,561
-15
| -0.4% | -$2.46K | 0.12% | 96 |
|
|
2018
Q2 | $608K | Sell |
3,576
-90
| -2% | -$15.3K | 0.14% | 93 |
|
|
2018
Q1 | $675K | Sell |
3,666
-400
| -10% | -$73.7K | 0.16% | 92 |
|
|
2017
Q4 | $694K | Hold |
4,066
| – | – | 0.17% | 94 |
|
|
2017
Q3 | $655K | Hold |
4,066
| – | – | 0.18% | 94 |
|
|
2017
Q2 | $658K | Buy |
4,066
+302
| +8% | +$48.9K | 0.21% | 95 |
|
|
2017
Q1 | $582K | Sell |
3,764
-527
| -12% | -$81.5K | 0.23% | 70 |
|
|
2016
Q4 | $671K | Sell |
4,291
-169
| -4% | -$26.4K | 0.32% | 58 |
|
|
2016
Q3 | $518K | Hold |
4,460
| – | – | 0.26% | 58 |
|
|
2016
Q2 | $531K | Buy |
4,460
+2,155
| +93% | +$257K | 0.28% | 56 |
|
|
2016
Q1 | $256K | Hold |
2,305
| – | – | 0.15% | 54 |
|
|
2015
Q4 | $279 | Sell |
2,305
-1
| -0% | – | 0.13% | 48 |
|
|
2015
Q3 | $281K | Buy |
2,306
+1
| +0% | +$122 | 0.18% | 46 |
|
|
2015
Q2 | $288K | Hold |
2,305
| – | – | 0.17% | 45 |
|
|
2015
Q1 | $293K | Buy |
2,305
+111
| +5% | +$14.1K | 0.18% | 50 |
|
|
2014
Q4 | $276K | Hold |
2,194
| – | – | 0.18% | 51 |
|
|
2014
Q3 | $270K | Hold |
2,194
| – | – | 0.19% | 55 |
|
|
2014
Q2 | $272K | Hold |
2,194
| – | – | 0.2% | 51 |
|
|
2014
Q1 | $266K | Buy |
+2,194
| New | +$266K | 0.2% | 52 |
|