Traphagen Investment 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 | $268K | Buy |
1,383
+19
| +1% | +$3.69K | 0.03% | 154 |
|
|
2025
Q1 | $244K | Buy |
1,364
+3
| +0.2% | +$536 | 0.03% | 156 |
|
|
2024
Q4 | $256K | Buy |
1,361
+4
| +0.3% | +$752 | 0.03% | 150 |
|
|
2024
Q3 | $242K | Sell |
1,357
-257
| -16% | -$45.8K | 0.02% | 151 |
|
|
2024
Q2 | $244K | Sell |
1,614
-205
| -11% | -$31K | 0.03% | 146 |
|
|
2024
Q1 | $265K | Sell |
1,819
-186
| -9% | -$27.1K | 0.03% | 149 |
|
|
2023
Q4 | $275K | Buy |
2,005
+198
| +11% | +$27.1K | 0.03% | 132 |
|
|
2023
Q3 | $228K | Buy |
+1,807
| New | +$228K | 0.03% | 138 |
|
|
2020
Q1 | – | Sell |
-1,360
| Closed | -$231K | – | 125 |
|
|
2019
Q4 | $231K | Buy |
1,360
+1
| +0.1% | +$170 | 0.06% | 104 |
|
|
2019
Q3 | $215K | Buy |
1,359
+1
| +0.1% | +$158 | 0.06% | 104 |
|
|
2019
Q2 | $231K | Buy |
1,358
+3
| +0.2% | +$510 | 0.06% | 100 |
|
|
2019
Q1 | $213K | Buy |
+1,355
| New | +$213K | 0.06% | 96 |
|