Rothschild Investment 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
$13.4K Sell
69
-25
-27% -$4.85K ﹤0.01% 1134
2025
Q1
$16.8K Buy
94
+15
+19% +$2.68K ﹤0.01% 1044
2024
Q4
$14.9K Buy
79
+8
+11% +$1.5K ﹤0.01% 1075
2024
Q3
$12.6K Buy
71
+9
+15% +$1.6K ﹤0.01% 1105
2024
Q2
$9.38K Buy
62
+23
+59% +$3.48K ﹤0.01% 1111
2024
Q1
$5.67K Buy
39
+3
+8% +$436 ﹤0.01% 1125
2023
Q4
$4.94K Buy
+36
New +$4.94K ﹤0.01% 1084