Tompkins Financial’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 | $148K | Sell |
716
-345
| -33% | -$74.3K | 0.01% | 226 |
|
|
2025
Q4 | $214K | Sell |
1,061
-125
| -11% | -$23.9K | 0.02% | 191 |
|
|
2025
Q3 | $234K | Hold |
1,186
| – | – | 0.02% | 177 |
|
|
2025
Q2 | $230K | Hold |
1,186
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $212K | Buy |
1,186
+100
| +9% | +$19K | 0.02% | 186 |
|
|
2024
Q4 | $204K | Sell |
1,086
-500
| -32% | -$99.4K | 0.02% | 180 |
|
|
2024
Q3 | $282K | Buy |
1,586
+125
| +9% | +$20.7K | 0.03% | 160 |
|
|
2024
Q2 | $221K | Hold |
1,461
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $212K | Sell |
1,461
-129
| -8% | -$17.9K | 0.02% | 192 |
|
|
2023
Q4 | $218K | Buy |
1,590
+1,090
| +218% | +$137K | 0.03% | 186 |
|
|
2023
Q3 | $63.2K | Hold |
500
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $61.9K | Hold |
500
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $59.8K | Hold |
500
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $73K | Hold |
500
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $88K | Hold |
500
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $80K | Hold |
500
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $85K | Buy |
+500
| New | +$88.2K | 0.01% | 303 |
|
|
2021
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $5K | Sell |
38
-290
| -88% | -$33K | ﹤0.01% | 400 |
|
|
2020
Q3 | $30K | Buy |
328
+38
| +13% | +$3.88K | 0.01% | 276 |
|
|
2020
Q2 | $30K | Hold |
290
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $30K | Sell |
290
-30
| -9% | -$4.41K | 0.01% | 260 |
|
|
2019
Q4 | $54K | Sell |
320
-130
| -29% | -$21.1K | 0.01% | 250 |
|
|
2019
Q3 | $71K | Hold |
450
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $77K | Hold |
450
| – | – | 0.02% | 205 |
|
|
2019
Q1 | $71K | Hold |
450
| – | – | 0.01% | 209 |
|
|
2018
Q4 | $64K | Hold |
450
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $74K | Hold |
450
| – | – | 0.02% | 225 |
|
|
2018
Q2 | $77K | Buy |
+450
| New | +$80.7K | 0.02% | 224 |
|
Other funds holding MTB
VCM
VPM
