Atria Investments’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 | $1.54M | Buy |
7,949
+2,556
| +47% | +$496K | 0.02% | 835 |
|
|
2025
Q1 | $964K | Buy |
5,393
+205
| +4% | +$36.6K | 0.01% | 1007 |
|
|
2024
Q4 | $975K | Sell |
5,188
-1,156
| -18% | -$217K | 0.01% | 995 |
|
|
2024
Q3 | $1.13M | Sell |
6,344
-1,181
| -16% | -$210K | 0.01% | 908 |
|
|
2024
Q2 | $1.14M | Buy |
7,525
+555
| +8% | +$84K | 0.01% | 875 |
|
|
2024
Q1 | $1.01M | Buy |
+6,970
| New | +$1.01M | 0.01% | 954 |
|
|
2023
Q1 | – | Sell |
-10,188
| Closed | -$1.48M | – | 856 |
|
|
2022
Q4 | $1.48M | Sell |
10,188
-313
| -3% | -$45.4K | 0.03% | 618 |
|
|
2022
Q3 | $1.85M | Buy |
+10,501
| New | +$1.85M | 0.04% | 508 |
|
|
2022
Q2 | – | Sell |
-5,901
| Closed | -$1M | – | 834 |
|
|
2022
Q1 | $1M | Buy |
+5,901
| New | +$1M | 0.02% | 854 |
|
|
2020
Q2 | – | Sell |
-2,030
| Closed | -$210K | – | 686 |
|
|
2020
Q1 | $210K | Sell |
2,030
-903
| -31% | -$93.4K | 0.02% | 521 |
|
|
2019
Q4 | $498K | Buy |
+2,933
| New | +$498K | 0.01% | 793 |
|
|
2019
Q2 | – | Sell |
-3,046
| Closed | -$478K | – | 1045 |
|
|
2019
Q1 | $478K | Buy |
+3,046
| New | +$478K | 0.02% | 542 |
|
|
2015
Q3 | – | Sell |
-2,059
| Closed | -$257K | – | 395 |
|
|
2015
Q2 | $257K | Sell |
2,059
-21
| -1% | -$2.62K | 0.03% | 333 |
|
|
2015
Q1 | $264K | Sell |
2,080
-57
| -3% | -$7.24K | 0.03% | 345 |
|
|
2014
Q4 | $268K | Buy |
2,137
+244
| +13% | +$30.6K | 0.03% | 353 |
|
|
2014
Q3 | $233K | Sell |
1,893
-45
| -2% | -$5.54K | 0.02% | 418 |
|
|
2014
Q2 | $240K | Sell |
1,938
-256
| -12% | -$31.7K | 0.02% | 375 |
|
|
2014
Q1 | $266K | Sell |
2,194
-1,101
| -33% | -$133K | 0.03% | 377 |
|
|
2013
Q4 | $384K | Buy |
3,295
+995
| +43% | +$116K | 0.04% | 337 |
|
|
2013
Q3 | $257K | Buy |
2,300
+38
| +2% | +$4.25K | 0.03% | 393 |
|
|
2013
Q2 | $253K | Buy |
+2,262
| New | +$253K | 0.03% | 344 |
|