Stone House Investment 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
$73.1K Buy
377
+10
+3% +$1.94K 0.01% 127
2025
Q1
$65.6K Buy
+367
New +$65.6K 0.01% 128
2024
Q4
Sell
-367
Closed -$65.4K 243
2024
Q3
$65.4K Hold
367
0.01% 101
2024
Q2
$55.5K Sell
367
-100
-21% -$15.1K 0.01% 114
2024
Q1
$67.9K Buy
467
+204
+78% +$29.7K 0.02% 103
2023
Q4
$36.1K Sell
263
-114
-30% -$15.6K 0.01% 96
2023
Q3
$47.6K Buy
377
+1
+0.3% +$126 0.02% 83
2023
Q2
$46.5K Buy
376
+2
+0.5% +$247 0.02% 84
2023
Q1
$44.8K Buy
+374
New +$44.8K 0.02% 95