Beacon Pointe Advisors’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
$223K Sell
2025
Q2
$300K Buy
2025
Q1
Sell
2024
Q4
$261K Sell
2024
Q3
$782K Sell
2024
Q2
$706K Buy
2024
Q1
$483K Buy
2023
Q4
$446K Sell
2023
Q3
$428K Buy
2023
Q2
$284K Sell
2023
Q1
$616K Sell
2022
Q4
$886K Buy
2022
Q3
$708K Buy
2022
Q2
$559K Buy