Beacon Investment Advisory Services’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 | $813K | Buy |
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|
2025
Q2 | $539K | Buy |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $333K | Buy |
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