AE Wealth Management’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 | $374K | Buy |
1,926
+327
| +20% | +$63.4K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $286K | Sell |
1,599
-210
| -12% | -$37.5K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $340K | Buy |
1,809
+68
| +4% | +$12.8K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $310K | Sell |
1,741
-416
| -19% | -$74.1K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $326K | Buy |
2,157
+589
| +38% | +$89.1K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $228K | Sell |
1,568
-6,949
| -82% | -$1.01M | ﹤0.01% | 1050 |
|
|
2023
Q4 | $1.21M | Buy |
8,517
+2,352
| +38% | +$333K | 0.01% | 1083 |
|
|
2023
Q3 | $780K | Buy |
6,165
+2,327
| +61% | +$294K | ﹤0.01% | 1193 |
|
|
2023
Q2 | $475K | Sell |
3,838
-554
| -13% | -$68.6K | ﹤0.01% | 1419 |
|
|
2023
Q1 | $525K | Sell |
4,392
-215
| -5% | -$25.7K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $668K | Sell |
4,607
-1,830
| -28% | -$265K | ﹤0.01% | 1161 |
|
|
2022
Q3 | $1.14M | Buy |
6,437
+1,312
| +26% | +$231K | 0.01% | 895 |
|
|
2022
Q2 | $817K | Buy |
+5,125
| New | +$817K | 0.01% | 959 |
|
|
2020
Q3 | – | Sell |
-8,614
| Closed | -$896K | – | 1318 |
|
|
2020
Q2 | $896K | Buy |
+8,614
| New | +$896K | 0.01% | 661 |
|