Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,049
| Closed | -$996K | – | 523 |
|
|
2023
Q2 | $996K | Buy |
8,049
+1,082
| +16% | +$131K | 0.02% | 370 |
|
|
2023
Q1 | $833K | Sell |
6,967
-552
| -7% | -$80.1K | 0.01% | 409 |
|
|
2022
Q4 | $1.09M | Sell |
7,519
-6,437
| -46% | -$1.06M | 0.02% | 337 |
|
|
2022
Q3 | $2.46M | Sell |
13,956
-2,428
| -15% | -$430K | 0.05% | 184 |
|
|
2022
Q2 | $2.61M | Buy |
16,384
+731
| +5% | +$123K | 0.05% | 194 |
|
|
2022
Q1 | $2.65M | Buy |
15,653
+2,187
| +16% | +$386K | 0.04% | 211 |
|
|
2021
Q4 | $2.07M | Sell |
13,466
-719
| -5% | -$110K | 0.03% | 254 |
|
|
2021
Q3 | $2.12M | Buy |
14,185
+266
| +2% | +$36.9K | 0.03% | 233 |
|
|
2021
Q2 | $2.02M | Sell |
13,919
-562
| -4% | -$87.8K | 0.03% | 246 |
|
|
2021
Q1 | $2.19M | Buy |
14,481
+901
| +7% | +$133K | 0.04% | 214 |
|
|
2020
Q4 | $1.73M | Sell |
13,580
-863
| -6% | -$98.3K | 0.03% | 237 |
|
|
2020
Q3 | $1.33M | Sell |
14,443
-169
| -1% | -$17.3K | 0.03% | 263 |
|
|
2020
Q2 | $1.52M | Sell |
14,612
-961
| -6% | -$101K | 0.03% | 233 |
|
|
2020
Q1 | $1.61M | Sell |
15,573
-345
| -2% | -$50.8K | 0.04% | 222 |
|
|
2019
Q4 | $2.7M | Buy |
15,918
+261
| +2% | +$42.4K | 0.05% | 188 |
|
|
2019
Q3 | $2.47M | Buy |
15,657
+16
| +0.1% | +$2.52K | 0.05% | 191 |
|
|
2019
Q2 | $2.66M | Buy |
15,641
+132
| +0.9% | +$21.9K | 0.05% | 181 |
|
|
2019
Q1 | $2.44M | Buy |
15,509
+161
| +1% | +$26.4K | 0.05% | 186 |
|
|
2018
Q4 | $2.2M | Buy |
15,348
+84
| +0.6% | +$13.4K | 0.05% | 185 |
|
|
2018
Q3 | $2.51M | Buy |
15,264
+4
| +0% | +$694 | 0.05% | 182 |
|
|
2018
Q2 | $2.6M | Sell |
15,260
-13
| -0.1% | -$2.33K | 0.06% | 172 |
|
|
2018
Q1 | $2.82M | Sell |
15,273
-342
| -2% | -$63.8K | 0.06% | 166 |
|
|
2017
Q4 | $2.67M | Sell |
15,615
-8,586
| -35% | -$1.42M | 0.06% | 174 |
|
|
2017
Q3 | $3.9M | Buy |
24,201
+12
| +0% | +$1.89K | 0.09% | 139 |
|
|
2017
Q2 | $3.92M | Buy |
24,189
+18
| +0.1% | +$2.84K | 0.09% | 138 |
|
|
2017
Q1 | $3.74M | Buy |
24,171
+10
| +0% | +$1.62K | 0.09% | 130 |
|
|
2016
Q4 | $3.78M | Buy |
24,161
+634
| +3% | +$85.8K | 0.09% | 128 |
|
|
2016
Q3 | $2.73M | Sell |
23,527
-559
| -2% | -$65K | 0.07% | 161 |
|
|
2016
Q2 | $2.85M | Sell |
24,086
-2,118
| -8% | -$246K | 0.07% | 155 |
|
|
2016
Q1 | $2.91M | Buy |
26,204
+1,693
| +7% | +$184K | 0.08% | 150 |
|
|
2015
Q4 | $2.97M | Buy |
24,511
+250
| +1% | +$30.5K | 0.08% | 149 |
|
|
2015
Q3 | $2.96M | Buy |
24,261
+184
| +0.8% | +$23K | 0.09% | 146 |
|
|
2015
Q2 | $3.01M | Sell |
24,077
-3,608
| -13% | -$444K | 0.08% | 153 |
|
|
2015
Q1 | $3.52M | Sell |
27,685
-140
| -0.5% | -$16.9K | 0.07% | 179 |
|
|
2014
Q4 | $3.5M | Sell |
27,825
-295
| -1% | -$36.2K | 0.07% | 181 |
|
|
2014
Q3 | $3.47M | Buy |
28,120
+40
| +0.1% | +$4.92K | 0.07% | 180 |
|
|
2014
Q2 | $3.48M | Buy |
28,080
+229
| +0.8% | +$27.9K | 0.07% | 181 |
|
|
2014
Q1 | $3.38M | Buy |
27,851
+49
| +0.2% | +$5.66K | 0.07% | 182 |
|
|
2013
Q4 | $3.24M | Sell |
27,802
-246
| -0.9% | -$28K | 0.07% | 180 |
|
|
2013
Q3 | $3.14M | Buy |
28,048
+1,042
| +4% | +$121K | 0.07% | 180 |
|
|
2013
Q2 | $3.02M | Buy |
+27,006
| New | +$2.78M | 0.07% | 184 |
|
Other funds holding MTB
