Ascent Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $214K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $213K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $320K | Hold |
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|
2018
Q3 | $368K | Hold |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $412K | Sell |
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|
2017
Q4 | $391K | Hold |
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|
2017
Q3 | $368K | Hold |
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|
2017
Q2 | $370K | Hold |
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|
2017
Q1 | $354K | Hold |
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|
2016
Q4 | $357K | Hold |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $258K | Buy |
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|
2015
Q4 | $277K | Hold |
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|
2015
Q3 | $279K | Hold |
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|
2015
Q2 | $285K | Sell |
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|
2015
Q1 | $293K | Sell |
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|
2014
Q4 | $328K | Buy |
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|
2014
Q3 | $284K | Sell |
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|
2014
Q2 | $296K | Sell |
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|
2014
Q1 | $2.1M | Sell |
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|
2013
Q4 | $2.03M | Buy |
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