Rockbridge Investment Management’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
Q1 | – | Sell |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $67.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $62.8K | Sell |
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|
2022
Q1 | $90.9K | Hold |
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|
2021
Q4 | $85K | Sell |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $58K | Buy |
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