Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Buy |
1,110
+196
| +21% | +$42.2K | ﹤0.01% | 956 |
|
|
2025
Q4 | $184K | Sell |
914
-1,306
| -59% | -$250K | ﹤0.01% | 953 |
|
|
2025
Q3 | $439K | Buy |
2,220
+9
| +0.4% | +$1.77K | 0.01% | 673 |
|
|
2025
Q2 | $429K | Buy |
2,211
+283
| +15% | +$49.9K | 0.01% | 650 |
|
|
2025
Q1 | $345K | Sell |
1,928
-75
| -4% | -$14.2K | 0.01% | 670 |
|
|
2024
Q4 | $377K | Sell |
2,003
-831
| -29% | -$165K | 0.01% | 653 |
|
|
2024
Q3 | $505K | Buy |
2,834
+21
| +0.7% | +$3.48K | 0.01% | 569 |
|
|
2024
Q2 | $426K | Buy |
2,813
+2,728
| +3,209% | +$399K | 0.01% | 575 |
|
|
2024
Q1 | $13.1K | Sell |
85
-213
| -71% | -$29.5K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $40.9K | Sell |
298
-272
| -48% | -$34.2K | ﹤0.01% | 796 |
|
|
2023
Q3 | $72.1K | Buy |
570
+285
| +100% | +$37.2K | ﹤0.01% | 810 |
|
|
2023
Q2 | $35.3K | Buy |
285
+53
| +23% | +$6.41K | ﹤0.01% | 800 |
|
|
2023
Q1 | $27.7K | Sell |
232
-550
| -70% | -$79.8K | ﹤0.01% | 789 |
|
|
2022
Q4 | $113K | Buy |
782
+694
| +789% | +$114K | 0.01% | 476 |
|
|
2022
Q3 | $16K | Buy |
+88
| New | +$15.6K | ﹤0.01% | 811 |
|
|
2021
Q4 | – | Sell |
-598
| Closed | -$89K | – | 1376 |
|
|
2021
Q3 | $89K | Buy |
598
+198
| +50% | +$27.4K | 0.01% | 510 |
|
|
2021
Q2 | $58K | Hold |
400
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $61K | Hold |
400
| – | – | 0.01% | 517 |
|
|
2020
Q4 | $51K | Hold |
400
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $37K | Hold |
400
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $42K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $41K | Buy |
+400
| New | +$58.8K | 0.01% | 429 |
|
Other funds holding MTB
VCM
VPM
