YHB Investment Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,211
-70
| -5% | -$13.6K | 0.02% | 284 |
|
|
2025
Q1 | $229K | Buy |
+1,281
| New | +$229K | 0.02% | 269 |
|
|
2023
Q1 | – | Sell |
-3,398
| Closed | -$493K | – | 285 |
|
|
2022
Q4 | $493K | Sell |
3,398
-425
| -11% | -$61.7K | 0.05% | 184 |
|
|
2022
Q3 | $674K | Buy |
3,823
+6
| +0.2% | +$1.06K | 0.07% | 166 |
|
|
2022
Q2 | $608K | Buy |
+3,817
| New | +$608K | 0.06% | 175 |
|