SVB Wealth’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 | – | Sell |
-809
| Closed | -$145K | – | 1184 |
|
|
2025
Q1 | $145K | Buy |
+809
| New | +$145K | 0.01% | 353 |
|
|
2024
Q2 | – | Sell |
-2,093
| Closed | -$304K | – | 798 |
|
|
2024
Q1 | $304K | Sell |
2,093
-145
| -6% | -$21.1K | 0.01% | 627 |
|
|
2023
Q4 | $307K | Buy |
+2,238
| New | +$307K | 0.01% | 623 |
|
|
2023
Q2 | – | Sell |
-1,853
| Closed | -$222K | – | 976 |
|
|
2023
Q1 | $222K | Sell |
1,853
-406
| -18% | -$48.5K | ﹤0.01% | 844 |
|
|
2022
Q4 | $328K | Sell |
2,259
-851
| -27% | -$123K | ﹤0.01% | 708 |
|
|
2022
Q3 | $548K | Buy |
+3,110
| New | +$548K | 0.01% | 506 |
|
|
2017
Q4 | – | Sell |
-2,685
| Closed | -$432K | – | 491 |
|
|
2017
Q3 | $432K | Buy |
2,685
+4
| +0.1% | +$644 | 0.02% | 365 |
|
|
2017
Q2 | $434K | Buy |
2,681
+67
| +3% | +$10.8K | 0.02% | 372 |
|
|
2017
Q1 | $404K | Sell |
2,614
-30
| -1% | -$4.64K | 0.02% | 380 |
|
|
2016
Q4 | $414K | Sell |
2,644
-660
| -20% | -$103K | 0.02% | 374 |
|
|
2016
Q3 | $384K | Buy |
+3,304
| New | +$384K | 0.02% | 377 |
|