Summitry LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $625K | Buy |
3,023
+145
| +5% | +$31.2K | 0.02% | 117 |
|
|
2025
Q4 | $580K | Buy |
+2,878
| New | +$550K | 0.02% | 107 |
|
|
2023
Q2 | – | Sell |
-23,523
| Closed | -$2.81M | – | 91 |
|
|
2023
Q1 | $2.81M | Buy |
23,523
+2,078
| +10% | +$302K | 0.19% | 53 |
|
|
2022
Q4 | $3.11M | Buy |
21,445
+1,188
| +6% | +$195K | 0.23% | 49 |
|
|
2022
Q3 | $3.57M | Buy |
20,257
+970
| +5% | +$172K | 0.27% | 41 |
|
|
2022
Q2 | $3.07M | Sell |
19,287
-1,916
| -9% | -$322K | 0.22% | 43 |
|
|
2022
Q1 | $3.59M | Sell |
21,203
-431
| -2% | -$76K | 0.21% | 47 |
|
|
2021
Q4 | $3.32M | Buy |
21,634
+535
| +3% | +$82.1K | 0.19% | 50 |
|
|
2021
Q3 | $3.15M | Buy |
21,099
+355
| +2% | +$49.2K | 0.2% | 48 |
|
|
2021
Q2 | $3.01M | Buy |
20,744
+1,301
| +7% | +$203K | 0.19% | 53 |
|
|
2021
Q1 | $2.95M | Buy |
19,443
+1,471
| +8% | +$217K | 0.19% | 55 |
|
|
2020
Q4 | $2.29M | Buy |
17,972
+625
| +4% | +$71.2K | 0.17% | 54 |
|
|
2020
Q3 | $1.6M | Buy |
17,347
+1,241
| +8% | +$127K | 0.13% | 57 |
|
|
2020
Q2 | $1.68M | Buy |
16,106
+2,256
| +16% | +$238K | 0.14% | 58 |
|
|
2020
Q1 | $1.43M | Buy |
13,850
+601
| +5% | +$88.4K | 0.13% | 58 |
|
|
2019
Q4 | $2.25M | Buy |
13,249
+1,191
| +10% | +$193K | 0.18% | 51 |
|
|
2019
Q3 | $1.91M | Buy |
12,058
+755
| +7% | +$119K | 0.15% | 56 |
|
|
2019
Q2 | $1.92M | Buy |
11,303
+821
| +8% | +$136K | 0.16% | 51 |
|
|
2019
Q1 | $1.65M | Buy |
10,482
+745
| +8% | +$122K | 0.14% | 52 |
|
|
2018
Q4 | $1.39M | Buy |
9,737
+1,006
| +12% | +$161K | 0.14% | 49 |
|
|
2018
Q3 | $1.44M | Buy |
8,731
+225
| +3% | +$39K | 0.12% | 54 |
|
|
2018
Q2 | $1.45M | Buy |
8,506
+550
| +7% | +$98.6K | 0.13% | 51 |
|
|
2018
Q1 | $1.47M | Buy |
7,956
+296
| +4% | +$55.2K | 0.14% | 48 |
|
|
2017
Q4 | $1.31M | Buy |
7,660
+610
| +9% | +$101K | 0.12% | 54 |
|
|
2017
Q3 | $1.14M | Buy |
7,050
+865
| +14% | +$136K | 0.11% | 54 |
|
|
2017
Q2 | $1M | Buy |
6,185
+265
| +4% | +$41.8K | 0.1% | 49 |
|
|
2017
Q1 | $916K | Sell |
5,920
-185
| -3% | -$29.9K | 0.09% | 53 |
|
|
2016
Q4 | $955K | Buy |
6,105
+330
| +6% | +$44.7K | 0.09% | 50 |
|
|
2016
Q3 | $670K | Buy |
5,775
+995
| +21% | +$116K | 0.07% | 61 |
|
|
2016
Q2 | $565K | Buy |
+4,780
| New | +$555K | 0.06% | 63 |
|
Other funds holding MTB
VCM
VPM
