Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.62M Buy
22,353
+21,286
+1,995% +$4.58M 0.08% 326
2025
Q4
$215K Sell
1,067
-130
-11% -$24.8K 0.01% 2345
2025
Q3
$237K Sell
1,197
-4,553
-79% -$893K 0.01% 1709
2025
Q2
$1.12M Buy
5,750
+4,620
+409% +$815K 0.05% 595
2025
Q1
$202K Sell
1,130
-2,392
-68% -$454K 0.01% 1698
2024
Q4
$662K Buy
+3,522
New +$700K 0.06% 537
2024
Q3
Sell
-7,623
Closed -$1.15M 2415
2024
Q2
$1.15M Buy
+7,623
New +$1.11M 0.1% 301
2024
Q1
Sell
-2,100
Closed -$288K 2150
2023
Q4
$288K Buy
+2,100
New +$264K 0.06% 659
2023
Q3
Sell
-4,137
Closed -$512K 1845
2023
Q2
$512K Buy
4,137
+1,366
+49% +$165K 0.09% 355
2023
Q1
$331K Buy
+2,771
New +$402K 0.07% 577
2022
Q2
Sell
-3,667
Closed -$622K 1009
2022
Q1
$622K Buy
+3,667
New +$647K 0.27% 101
2021
Q3
Sell
-2,122
Closed -$308K 930
2021
Q2
$308K Sell
2,122
-1,122
-35% -$175K 0.1% 353
2021
Q1
$492K Buy
+3,244
New +$478K 0.24% 95

Other funds holding MTB