Addison 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 | $361K | Buy |
1,863
+152
| +9% | +$29.5K | 0.09% | 150 |
|
|
2025
Q1 | $306K | Sell |
1,711
-100
| -6% | -$17.9K | 0.08% | 153 |
|
|
2024
Q4 | $340K | Buy |
1,811
+150
| +9% | +$28.2K | 0.09% | 137 |
|
|
2024
Q3 | $296K | Hold |
1,661
| – | – | 0.08% | 161 |
|
|
2024
Q2 | $251K | Sell |
1,661
-680
| -29% | -$103K | 0.08% | 160 |
|
|
2024
Q1 | $340K | Buy |
2,341
+420
| +22% | +$61.1K | 0.12% | 132 |
|
|
2023
Q4 | $263K | Hold |
1,921
| – | – | 0.1% | 140 |
|
|
2023
Q3 | $243K | Hold |
1,921
| – | – | 0.11% | 130 |
|
|
2023
Q2 | $238K | Hold |
1,921
| – | – | 0.12% | 135 |
|
|
2023
Q1 | $230K | Sell |
1,921
-369
| -16% | -$44.1K | 0.13% | 127 |
|
|
2022
Q4 | $332K | Sell |
2,290
-568
| -20% | -$82.4K | 0.2% | 96 |
|
|
2022
Q3 | $504K | Buy |
2,858
+88
| +3% | +$15.5K | 0.31% | 65 |
|
|
2022
Q2 | $442K | Buy |
+2,770
| New | +$442K | 0.27% | 75 |
|