AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $427K | Buy |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $228K | Sell |
|
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $525K | Sell |
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|
2022
Q4 | $668K | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $817K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $896K | Buy |
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