Beacon Financial Group’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Sell |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $651K | Hold |
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|
2022
Q2 | $621K | Buy |
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|
2022
Q1 | $637K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $427K | Buy |
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