Successful Portfolios’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 | $252K | Sell |
1,299
-5
| -0.4% | -$970 | 0.16% | 136 |
|
|
2025
Q1 | $233K | Sell |
1,304
-5
| -0.4% | -$894 | 0.16% | 132 |
|
|
2024
Q4 | $246K | Hold |
1,309
| – | – | 0.16% | 125 |
|
|
2024
Q3 | $233K | Sell |
1,309
-14
| -1% | -$2.49K | 0.16% | 136 |
|
|
2024
Q2 | $200K | Buy |
+1,323
| New | +$200K | 0.14% | 149 |
|
|
2023
Q1 | – | Sell |
-1,489
| Closed | -$216K | – | 196 |
|
|
2022
Q4 | $216K | Sell |
1,489
-94
| -6% | -$13.6K | 0.14% | 165 |
|
|
2022
Q3 | $279K | Sell |
1,583
-97
| -6% | -$17.1K | 0.2% | 135 |
|
|
2022
Q2 | $268K | Buy |
+1,680
| New | +$268K | 0.18% | 143 |
|