Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $404K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $336K | Sell |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $312K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $327K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $367K | Sell |
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|
2017
Q4 | $356K | Buy |
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|
2017
Q3 | $329K | Hold |
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|
2017
Q2 | $331K | Sell |
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|
2017
Q1 | $630K | Sell |
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|
2016
Q4 | $641K | Hold |
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|
2016
Q3 | $476K | Hold |
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|
2016
Q2 | $485K | Hold |
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|
2016
Q1 | $455K | Hold |
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|
2015
Q4 | $497K | Hold |
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|
2015
Q3 | $500K | Hold |
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|
2015
Q2 | $512K | Sell |
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|
2015
Q1 | $523K | Sell |
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|
2014
Q4 | $519K | Hold |
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|
2014
Q3 | $510K | Hold |
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|
2014
Q2 | $513K | Hold |
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|
2014
Q1 | $502K | Hold |
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|
2013
Q4 | $481K | Hold |
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|
2013
Q3 | $463K | Hold |
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|
2013
Q2 | $462K | Buy |
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