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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $439K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $13.1K | Sell |
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|
2023
Q4 | $40.9K | Sell |
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|
2023
Q3 | $72.1K | Buy |
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|
2023
Q2 | $35.3K | Buy |
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|
2023
Q1 | $27.7K | Sell |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $58K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $41K | Buy |
|