Veritable’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,049
Closed -$996K 523
2023
Q2
$996K Buy
8,049
+1,082
+16% +$134K 0.02% 369
2023
Q1
$833K Sell
6,967
-552
-7% -$66K 0.01% 408
2022
Q4
$1.09M Sell
7,519
-6,437
-46% -$934K 0.02% 336
2022
Q3
$2.46M Sell
13,956
-2,428
-15% -$428K 0.05% 183
2022
Q2
$2.61M Buy
16,384
+731
+5% +$116K 0.05% 193
2022
Q1
$2.65M Buy
15,653
+2,187
+16% +$371K 0.04% 210
2021
Q4
$2.07M Sell
13,466
-719
-5% -$110K 0.03% 253
2021
Q3
$2.12M Buy
14,185
+266
+2% +$39.7K 0.03% 232
2021
Q2
$2.02M Sell
13,919
-562
-4% -$81.7K 0.03% 245
2021
Q1
$2.2M Buy
14,481
+901
+7% +$137K 0.04% 214
2020
Q4
$1.73M Sell
13,580
-863
-6% -$110K 0.03% 235
2020
Q3
$1.33M Sell
14,443
-169
-1% -$15.6K 0.03% 261
2020
Q2
$1.52M Sell
14,612
-961
-6% -$99.9K 0.03% 233
2020
Q1
$1.61M Sell
15,573
-345
-2% -$35.7K 0.04% 221
2019
Q4
$2.7M Buy
15,918
+261
+2% +$44.3K 0.05% 187
2019
Q3
$2.47M Buy
15,657
+16
+0.1% +$2.53K 0.05% 190
2019
Q2
$2.66M Buy
15,641
+132
+0.9% +$22.4K 0.05% 181
2019
Q1
$2.44M Buy
15,509
+161
+1% +$25.3K 0.05% 185
2018
Q4
$2.2M Buy
15,348
+84
+0.6% +$12K 0.05% 184
2018
Q3
$2.51M Buy
15,264
+4
+0% +$658 0.05% 179
2018
Q2
$2.6M Sell
15,260
-13
-0.1% -$2.21K 0.05% 169
2018
Q1
$2.82M Sell
15,273
-342
-2% -$63.1K 0.06% 163
2017
Q4
$2.67M Sell
15,615
-8,586
-35% -$1.47M 0.05% 171
2017
Q3
$3.9M Buy
24,201
+12
+0% +$1.93K 0.08% 136
2017
Q2
$3.92M Buy
24,189
+18
+0.1% +$2.92K 0.09% 135
2017
Q1
$3.74M Buy
24,171
+10
+0% +$1.55K 0.09% 130
2016
Q4
$3.78M Buy
24,161
+634
+3% +$99.2K 0.09% 128
2016
Q3
$2.73M Sell
23,527
-559
-2% -$64.9K 0.07% 161
2016
Q2
$2.85M Sell
24,086
-2,118
-8% -$250K 0.07% 155
2016
Q1
$2.91M Buy
26,204
+1,693
+7% +$188K 0.08% 150
2015
Q4
$2.97M Buy
24,511
+250
+1% +$30.3K 0.08% 149
2015
Q3
$2.96M Buy
24,261
+184
+0.8% +$22.4K 0.09% 146
2015
Q2
$3.01M Sell
24,077
-3,608
-13% -$451K 0.08% 153
2015
Q1
$3.52M Sell
27,685
-140
-0.5% -$17.8K 0.07% 179
2014
Q4
$3.5M Sell
27,825
-295
-1% -$37.1K 0.07% 181
2014
Q3
$3.47M Buy
28,120
+40
+0.1% +$4.93K 0.07% 180
2014
Q2
$3.48M Buy
28,080
+229
+0.8% +$28.4K 0.07% 181
2014
Q1
$3.38M Buy
27,851
+49
+0.2% +$5.94K 0.07% 180
2013
Q4
$3.24M Sell
27,802
-246
-0.9% -$28.6K 0.07% 179
2013
Q3
$3.14M Buy
28,048
+1,042
+4% +$117K 0.07% 177
2013
Q2
$3.02M Buy
+27,006
New +$3.02M 0.07% 181