XML Financial’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
2026
Q1
$411K Sell
1,987
-1,411
-42% -$304K 0.03% 290
2025
Q4
$685K Sell
3,398
-370
-10% -$70.7K 0.06% 218
2025
Q3
$745K Sell
3,768
-186
-5% -$36.5K 0.06% 207
2025
Q2
$767K Buy
3,954
+14
+0.4% +$2.47K 0.07% 196
2025
Q1
$704K Buy
3,940
+14
+0.4% +$2.65K 0.07% 192
2024
Q4
$738K Buy
3,926
+14
+0.4% +$2.78K 0.07% 195
2024
Q3
$697K Buy
3,912
+14
+0.4% +$2.32K 0.06% 198
2024
Q2
$590K Buy
3,898
+34
+0.9% +$4.97K 0.06% 202
2024
Q1
$562K Hold
3,864
0.06% 216
2023
Q4
$530K Buy
3,864
+643
+20% +$80.8K 0.06% 210
2023
Q3
$407K Sell
3,221
-492
-13% -$64.2K 0.05% 220
2023
Q2
$460K Buy
3,713
+1,532
+70% +$185K 0.05% 226
2023
Q1
$261K Buy
2,181
+14
+0.6% +$2.03K 0.03% 283
2022
Q4
$314K Buy
2,167
+12
+0.6% +$1.97K 0.04% 254
2022
Q3
$380K Buy
2,155
+805
+60% +$142K 0.05% 221
2022
Q2
$215K Sell
1,350
-1,219
-47% -$205K 0.05% 208
2022
Q1
$436K Buy
2,569
+16
+0.6% +$2.82K 0.05% 221
2021
Q4
$392K Sell
2,553
-7
-0.3% -$1.07K 0.05% 234
2021
Q3
$382K Buy
2,560
+18
+0.7% +$2.5K 0.05% 228
2021
Q2
$369K Buy
2,542
+19
+0.8% +$2.97K 0.08% 165
2021
Q1
$383K Buy
2,523
+8
+0.3% +$1.18K 0.09% 150
2020
Q4
$320K Buy
2,515
+21
+0.8% +$2.39K 0.08% 155
2020
Q3
$230K Sell
2,494
-39
-2% -$3.99K 0.07% 167
2020
Q2
$263K Buy
2,533
+27
+1% +$2.85K 0.09% 159
2020
Q1
$259K Sell
2,506
-9
-0.4% -$1.32K 0.11% 142
2019
Q4
$427K Buy
+2,515
New +$408K 0.16% 110

Other funds holding MTB