Avantax Advisory Services’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 | $8.08M | Buy |
41,666
+1,674
| +4% | +$325K | 0.04% | 319 |
|
|
2025
Q1 | $7.15M | Buy |
39,992
+1,382
| +4% | +$247K | 0.04% | 321 |
|
|
2024
Q4 | $7.26M | Sell |
38,610
-2,531
| -6% | -$476K | 0.05% | 300 |
|
|
2024
Q3 | $7.33M | Buy |
41,141
+1,354
| +3% | +$241K | 0.05% | 302 |
|
|
2024
Q2 | $6.02M | Buy |
39,787
+36,246
| +1,024% | +$5.49M | 0.04% | 322 |
|
|
2024
Q1 | $515K | Sell |
3,541
-767
| -18% | -$112K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $590K | Buy |
4,308
+127
| +3% | +$17.4K | 0.01% | 919 |
|
|
2023
Q3 | $529K | Sell |
4,181
-234
| -5% | -$29.6K | 0.01% | 922 |
|
|
2023
Q2 | $546K | Buy |
4,415
+23
| +0.5% | +$2.85K | 0.01% | 906 |
|
|
2023
Q1 | $525K | Sell |
4,392
-55
| -1% | -$6.58K | 0.01% | 890 |
|
|
2022
Q4 | $645K | Sell |
4,447
-1,112
| -20% | -$161K | 0.01% | 767 |
|
|
2022
Q3 | $980K | Buy |
5,559
+631
| +13% | +$111K | 0.02% | 562 |
|
|
2022
Q2 | $786K | Buy |
4,928
+1,169
| +31% | +$186K | 0.01% | 623 |
|
|
2022
Q1 | $636K | Buy |
3,759
+730
| +24% | +$124K | 0.01% | 706 |
|
|
2021
Q4 | $465K | Sell |
3,029
-491
| -14% | -$75.4K | 0.01% | 790 |
|
|
2021
Q3 | $525K | Buy |
3,520
+138
| +4% | +$20.6K | 0.01% | 707 |
|
|
2021
Q2 | $494K | Sell |
3,382
-35
| -1% | -$5.11K | 0.01% | 713 |
|
|
2021
Q1 | $519K | Buy |
3,417
+459
| +16% | +$69.7K | 0.01% | 610 |
|
|
2020
Q4 | $376K | Sell |
2,958
-324
| -10% | -$41.2K | 0.01% | 646 |
|
|
2020
Q3 | $301K | Buy |
+3,282
| New | +$301K | ﹤0.01% | 1019 |
|
|
2020
Q1 | – | Sell |
-1,780
| Closed | -$302K | – | 859 |
|
|
2019
Q4 | $302K | Buy |
+1,780
| New | +$302K | 0.01% | 622 |
|