Avantax Planning Partners’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 | $3.48M | Buy |
17,928
+1,192
| +7% | +$231K | 0.11% | 105 |
|
|
2025
Q1 | $2.99M | Buy |
16,736
+15,336
| +1,095% | +$2.74M | 0.11% | 111 |
|
|
2024
Q4 | $263K | Buy |
1,400
+6
| +0.4% | +$1.13K | 0.01% | 360 |
|
|
2024
Q3 | $248K | Sell |
1,394
-66
| -5% | -$11.8K | 0.01% | 369 |
|
|
2024
Q2 | $221K | Hold |
1,460
| – | – | 0.01% | 422 |
|
|
2024
Q1 | $212K | Buy |
+1,460
| New | +$212K | 0.01% | 437 |
|
|
2018
Q4 | – | Sell |
-192
| Closed | -$32K | – | 855 |
|
|
2018
Q3 | $32K | Buy |
+192
| New | +$32K | ﹤0.01% | 589 |
|
|
2018
Q2 | – | Sell |
-204
| Closed | -$38K | – | 993 |
|
|
2018
Q1 | $38K | Buy |
+204
| New | +$38K | ﹤0.01% | 581 |
|