Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-720
| Closed | -$145K | – | 4146 |
|
|
2025
Q4 | $145K | Sell |
720
-1,194
| -62% | -$228K | ﹤0.01% | 1169 |
|
|
2025
Q3 | $378K | Buy |
1,914
+1,488
| +349% | +$292K | 0.01% | 1012 |
|
|
2025
Q2 | $82.6K | Sell |
426
-11
| -3% | -$1.94K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $78K | Buy |
437
+39
| +10% | +$7.4K | 0.01% | 800 |
|
|
2024
Q4 | $74.9K | Buy |
398
+3
| +0.8% | +$596 | ﹤0.01% | 770 |
|
|
2024
Q3 | $70.4K | Buy |
395
+33
| +9% | +$5.47K | 0.01% | 594 |
|
|
2024
Q2 | $54.8K | Buy |
362
+194
| +115% | +$28.3K | 0.01% | 622 |
|
|
2024
Q1 | $24.5K | Hold |
168
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $23.1K | Buy |
168
+18
| +12% | +$2.26K | ﹤0.01% | 624 |
|
|
2023
Q3 | $19K | Buy |
150
+3
| +2% | +$391 | ﹤0.01% | 596 |
|
|
2023
Q2 | $18.2K | Buy |
147
+2
| +1% | +$242 | ﹤0.01% | 600 |
|
|
2023
Q1 | $17.4K | Buy |
145
+1
| +0.7% | +$145 | ﹤0.01% | 603 |
|
|
2022
Q4 | $20.9K | Sell |
144
-52
| -27% | -$8.55K | ﹤0.01% | 555 |
|
|
2022
Q3 | $35K | Buy |
196
+1
| +0.5% | +$177 | 0.01% | 482 |
|
|
2022
Q2 | $31K | Buy |
195
+171
| +713% | +$28.7K | ﹤0.01% | 501 |
|
|
2022
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $4K | Sell |
24
-19
| -44% | -$2.92K | ﹤0.01% | 810 |
|
|
2021
Q3 | $6K | Buy |
+43
| New | +$5.96K | ﹤0.01% | 740 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$2K | – | 597 |
|
|
2018
Q3 | $2K | Sell |
12
-5
| -29% | -$867 | ﹤0.01% | 575 |
|
|
2018
Q2 | $2K | Sell |
17
-67
| -80% | -$12K | ﹤0.01% | 442 |
|
|
2018
Q1 | $15K | Sell |
84
-127
| -60% | -$23.7K | 0.01% | 296 |
|
|
2017
Q4 | $36K | Buy |
211
+1
| +0.5% | +$166 | 0.02% | 240 |
|
|
2017
Q3 | $33K | Sell |
210
-1
| -0.5% | -$157 | 0.02% | 247 |
|
|
2017
Q2 | $34K | Buy |
211
+1
| +0.5% | +$158 | 0.02% | 265 |
|
|
2017
Q1 | $32K | Hold |
210
| – | – | 0.02% | 242 |
|
|
2016
Q4 | $33K | Buy |
+210
| New | +$28.4K | 0.02% | 210 |
|
Other funds holding MTB
VCM
VPM
