Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$147K Buy
712
+5
+0.7% +$1.08K ﹤0.01% 800
2025
Q4
$142K Buy
707
+150
+27% +$28.7K ﹤0.01% 796
2025
Q3
$110K Sell
557
-19
-3% -$3.73K ﹤0.01% 825
2025
Q2
$112K Sell
576
-112
-16% -$19.8K ﹤0.01% 785
2025
Q1
$123K Buy
688
+103
+18% +$19.5K ﹤0.01% 702
2024
Q4
$110K Sell
585
-4
-0.7% -$795 ﹤0.01% 675
2024
Q3
$105K Buy
589
+118
+25% +$19.6K ﹤0.01% 692
2024
Q2
$71.3K Buy
471
+261
+124% +$38.1K ﹤0.01% 759
2024
Q1
$30.5K Buy
210
+3
+1% +$416 ﹤0.01% 951
2023
Q4
$28.4K Sell
207
-10
-5% -$1.26K ﹤0.01% 964
2023
Q3
$27.4K Buy
217
+30
+16% +$3.91K ﹤0.01% 987
2023
Q2
$23.1K Sell
187
-112
-37% -$13.6K ﹤0.01% 1063
2023
Q1
$35.8K Sell
299
-15
-5% -$2.18K ﹤0.01% 924
2022
Q4
$45K Hold
314
﹤0.01% 875
2022
Q3
$55K Sell
314
-9
-3% -$1.59K ﹤0.01% 844
2022
Q2
$52K Buy
323
+24
+8% +$4.03K ﹤0.01% 914
2022
Q1
$50K Sell
299
-21
-7% -$3.7K ﹤0.01% 968
2021
Q4
$49K Buy
+320
New +$49.1K ﹤0.01% 1004
2020
Q1
Sell
-2,124
Closed -$361K 354
2019
Q4
$361K Hold
2,124
0.01% 295
2019
Q3
$336 Sell
2,124
-3
-0.1% -$472 0.01% 310
2019
Q2
$362 Buy
2,127
+3
+0.1% +$497 0.01% 290
2019
Q1
$334K Buy
2,124
+83
+4% +$13.6K 0.01% 292
2018
Q4
$292 Buy
2,041
+192
+10% +$30.7K 0.01% 279
2018
Q3
$304K Buy
1,849
+185
+11% +$32.1K 0.01% 289
2018
Q2
$283K Buy
1,664
+57
+4% +$10.2K 0.01% 289
2018
Q1
$296K Hold
1,607
0.01% 287
2017
Q4
$275K Hold
1,607
0.01% 292
2017
Q3
$259K Hold
1,607
0.01% 289
2017
Q2
$260K Buy
+1,607
New +$254K 0.01% 290

Other funds holding MTB