Atria Wealth Solutions’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 | $1.95M | Sell |
9,980
-870
| -8% | -$170K | 0.04% | 423 |
|
|
2025
Q1 | $1.94M | Buy |
10,850
+183
| +2% | +$32.7K | 0.02% | 641 |
|
|
2024
Q4 | $2.01M | Sell |
10,667
-603
| -5% | -$113K | 0.02% | 636 |
|
|
2024
Q3 | $2.01M | Buy |
11,270
+383
| +4% | +$68.2K | 0.02% | 630 |
|
|
2024
Q2 | $1.65M | Sell |
10,887
-2,621
| -19% | -$397K | 0.02% | 692 |
|
|
2024
Q1 | $1.97M | Buy |
13,508
+967
| +8% | +$141K | 0.02% | 643 |
|
|
2023
Q4 | $1.72M | Buy |
12,541
+1,013
| +9% | +$139K | 0.02% | 649 |
|
|
2023
Q3 | $1.46M | Buy |
11,528
+1,353
| +13% | +$171K | 0.02% | 666 |
|
|
2023
Q2 | $1.26M | Buy |
10,175
+854
| +9% | +$106K | 0.02% | 747 |
|
|
2023
Q1 | $1.11M | Buy |
9,321
+589
| +7% | +$70.4K | 0.02% | 753 |
|
|
2022
Q4 | $1.27M | Sell |
8,732
-31
| -0.4% | -$4.5K | 0.02% | 657 |
|
|
2022
Q3 | $1.55M | Sell |
8,763
-4,676
| -35% | -$824K | 0.03% | 568 |
|
|
2022
Q2 | $2.14M | Buy |
13,439
+176
| +1% | +$28.1K | 0.04% | 408 |
|
|
2022
Q1 | $2.25M | Buy |
+13,263
| New | +$2.25M | 0.04% | 452 |
|