Summit Trail Advisors’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 | $2M | Buy |
10,320
+8,997
| +680% | +$1.75M | 0.03% | 268 |
|
|
2025
Q1 | $237K | Sell |
1,323
-217
| -14% | -$38.8K | 0.01% | 356 |
|
|
2024
Q4 | $290K | Buy |
+1,540
| New | +$290K | 0.01% | 299 |
|
|
2021
Q1 | – | Sell |
-1,777
| Closed | -$226K | – | 202 |
|
|
2020
Q4 | $226K | Sell |
1,777
-151
| -8% | -$19.2K | 0.03% | 168 |
|
|
2020
Q3 | $222K | Buy |
+1,928
| New | +$222K | 0.04% | 188 |
|
|
2020
Q1 | – | Sell |
-1,756
| Closed | -$298K | – | 144 |
|
|
2019
Q4 | $298K | Buy |
+1,756
| New | +$298K | 0.17% | 54 |
|
|
2019
Q1 | – | Sell |
-3,050
| Closed | -$437K | – | 120 |
|
|
2018
Q4 | $437K | Sell |
3,050
-123
| -4% | -$17.6K | 0.15% | 63 |
|
|
2018
Q3 | $522K | Buy |
3,173
+123
| +4% | +$20.2K | 0.12% | 98 |
|
|
2018
Q2 | $519K | Buy |
+3,050
| New | +$519K | 0.18% | 68 |
|
|
2018
Q1 | – | Sell |
-195
| Closed | -$36K | – | 1212 |
|
|
2017
Q4 | $36K | Buy |
+195
| New | +$36K | ﹤0.01% | 900 |
|