WC
Whitney & Co’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,050
| New | +$204K | 0.02% | 131 |
|
|
2025
Q1 | – | Sell |
-1,076
| Closed | -$202K | – | 137 |
|
|
2024
Q4 | $202K | Buy |
+1,076
| New | +$202K | 0.02% | 126 |
|
|
2021
Q4 | – | Sell |
-1,550
| Closed | -$231K | – | 136 |
|
|
2021
Q3 | $231K | Hold |
1,550
| – | – | 0.04% | 121 |
|
|
2021
Q2 | $225K | Hold |
1,550
| – | – | 0.04% | 118 |
|
|
2021
Q1 | $235K | Hold |
1,550
| – | – | 0.04% | 114 |
|
|
2020
Q4 | $213K | Buy |
+1,550
| New | +$213K | 0.03% | 117 |
|
|
2020
Q3 | – | Sell |
-2,163
| Closed | -$225K | – | 114 |
|
|
2020
Q2 | $225K | Hold |
2,163
| – | – | 0.05% | 100 |
|
|
2020
Q1 | $224K | Hold |
2,163
| – | – | 0.06% | 94 |
|
|
2019
Q4 | $367K | Hold |
2,163
| – | – | 0.07% | 91 |
|
|
2019
Q3 | $355K | Hold |
2,163
| – | – | 0.07% | 89 |
|
|
2019
Q2 | $368K | Hold |
2,163
| – | – | 0.08% | 90 |
|
|
2019
Q1 | $368K | Hold |
2,163
| – | – | 0.08% | 91 |
|
|
2018
Q4 | $354K | Hold |
2,163
| – | – | 0.09% | 96 |
|
|
2018
Q3 | $362K | Buy |
2,163
+363
| +20% | +$60.8K | 0.09% | 92 |
|
|
2018
Q2 | $306K | Hold |
1,800
| – | – | 0.08% | 94 |
|
|
2018
Q1 | $332K | Sell |
1,800
-50
| -3% | -$9.22K | 0.1% | 93 |
|
|
2017
Q4 | $316K | Sell |
1,850
-25,413
| -93% | -$4.34M | 0.09% | 96 |
|
|
2017
Q3 | $4.42M | Hold |
27,263
| – | – | 1.48% | 28 |
|
|
2017
Q2 | $4.42M | Buy |
27,263
+56
| +0.2% | +$9.07K | 1.45% | 29 |
|
|
2017
Q1 | $4.21M | Sell |
27,207
-150
| -0.5% | -$23.2K | 1.53% | 29 |
|
|
2016
Q4 | $4.28M | Buy |
27,357
+110
| +0.4% | +$17.2K | 1.61% | 21 |
|
|
2016
Q3 | $3.16M | Sell |
27,247
-50
| -0.2% | -$5.8K | 1.27% | 36 |
|
|
2016
Q2 | $3.23M | Buy |
27,297
+150
| +0.6% | +$17.7K | 1.31% | 33 |
|
|
2016
Q1 | $3.01M | Buy |
27,147
+1,490
| +6% | +$165K | 1.29% | 32 |
|
|
2015
Q4 | $3.11M | Buy |
25,657
+795
| +3% | +$96.3K | 1.36% | 33 |
|
|
2015
Q3 | $3.03M | Buy |
24,862
+115
| +0.5% | +$14K | 1.37% | 29 |
|
|
2015
Q2 | $3.09M | Sell |
24,747
-900
| -4% | -$112K | 1.35% | 34 |
|
|
2015
Q1 | $3.26M | Sell |
25,647
-525
| -2% | -$66.7K | 1.46% | 30 |
|
|
2014
Q4 | $3.29M | Sell |
26,172
-350
| -1% | -$44K | 1.47% | 28 |
|
|
2014
Q3 | $3.27M | Sell |
26,522
-650
| -2% | -$80.1K | 1.51% | 24 |
|
|
2014
Q2 | $3.37M | Buy |
27,172
+125
| +0.5% | +$15.5K | 1.56% | 27 |
|
|
2014
Q1 | $3.28M | Sell |
27,047
-325
| -1% | -$39.4K | 1.65% | 23 |
|
|
2013
Q4 | $3.19M | Buy |
27,372
+1,197
| +5% | +$139K | 1.76% | 24 |
|
|
2013
Q3 | $2.93M | Sell |
26,175
-200
| -0.8% | -$22.4K | 2.05% | 9 |
|
|
2013
Q2 | $2.95M | Buy |
+26,375
| New | +$2.95M | 2.15% | 8 |
|