BPA
Beacon Pointe Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
+1,545
| New | +$300K | ﹤0.01% | 1040 |
|
|
2025
Q1 | – | Sell |
-1,386
| Closed | -$261K | – | 1217 |
|
|
2024
Q4 | $261K | Sell |
1,386
-3,005
| -68% | -$565K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $782K | Sell |
4,391
-274
| -6% | -$48.8K | 0.01% | 699 |
|
|
2024
Q2 | $706K | Buy |
4,665
+1,346
| +41% | +$204K | 0.01% | 744 |
|
|
2024
Q1 | $483K | Buy |
3,319
+64
| +2% | +$9.31K | 0.01% | 919 |
|
|
2023
Q4 | $446K | Sell |
3,255
-133
| -4% | -$18.2K | 0.01% | 926 |
|
|
2023
Q3 | $428K | Buy |
3,388
+1,092
| +48% | +$138K | 0.01% | 930 |
|
|
2023
Q2 | $284K | Sell |
2,296
-2,853
| -55% | -$353K | ﹤0.01% | 892 |
|
|
2023
Q1 | $616K | Sell |
5,149
-960
| -16% | -$115K | 0.01% | 695 |
|
|
2022
Q4 | $886K | Buy |
6,109
+2,092
| +52% | +$303K | 0.02% | 530 |
|
|
2022
Q3 | $708K | Buy |
4,017
+527
| +15% | +$92.9K | 0.02% | 548 |
|
|
2022
Q2 | $559K | Buy |
+3,490
| New | +$559K | 0.01% | 613 |
|