Avior Wealth Management’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
Q1 | – | Sell |
-352
| Closed | -$66.2K | – | 1743 |
|
|
2024
Q4 | $66.2K | Buy |
352
+3
| +0.9% | +$564 | ﹤0.01% | 1050 |
|
|
2024
Q3 | $62.2K | Sell |
349
-1
| -0.3% | -$178 | ﹤0.01% | 1041 |
|
|
2024
Q2 | $53K | Sell |
350
-73
| -17% | -$11K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $61.5K | Buy |
423
+102
| +32% | +$14.8K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $44K | Sell |
321
-3
| -0.9% | -$411 | ﹤0.01% | 750 |
|
|
2023
Q3 | $41K | Buy |
324
+290
| +853% | +$36.7K | ﹤0.01% | 795 |
|
|
2023
Q2 | $4.21K | Hold |
34
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q1 | $4.07K | Sell |
34
-25
| -42% | -$2.99K | ﹤0.01% | 1256 |
|
|
2022
Q4 | $8.56K | Hold |
59
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $10K | Hold |
59
| – | – | ﹤0.01% | 852 |
|
|
2022
Q2 | $9K | Hold |
59
| – | – | ﹤0.01% | 789 |
|
|
2022
Q1 | $10K | Hold |
59
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $9K | Hold |
59
| – | – | ﹤0.01% | 822 |
|
|
2021
Q3 | $8K | Buy |
59
+2
| +4% | +$271 | ﹤0.01% | 794 |
|
|
2021
Q2 | $8K | Hold |
57
| – | – | ﹤0.01% | 779 |
|
|
2021
Q1 | $8K | Hold |
57
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $7K | Buy |
57
+4
| +8% | +$491 | ﹤0.01% | 757 |
|
|
2020
Q3 | $4K | Buy |
53
+3
| +6% | +$226 | ﹤0.01% | 769 |
|
|
2020
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 724 |
|
|
2020
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 633 |
|
|
2019
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 623 |
|
|
2019
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 610 |
|
|
2019
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 556 |
|
|
2018
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2018
Q2 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 595 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$2K | – | 810 |
|
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 695 |
|
|
2017
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 460 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$6K | – | 513 |
|
|
2016
Q4 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 375 |
|
|
2016
Q2 | – | Sell |
-151
| Closed | -$17K | – | 483 |
|
|
2016
Q1 | $17K | Buy |
151
+39
| +35% | +$4.39K | 0.01% | 302 |
|
|
2015
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 289 |
|