Clearview Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
2,215
+3
| +0.1% | +$582 | 0.3% | 65 |
|
|
2025
Q1 | $395K | Buy |
2,212
+628
| +40% | +$112K | 0.3% | 66 |
|
|
2024
Q4 | $298K | Sell |
1,584
-16
| -1% | -$3.01K | 0.23% | 78 |
|
|
2024
Q3 | $285K | Sell |
1,600
-55
| -3% | -$9.8K | 0.22% | 83 |
|
|
2024
Q2 | $251K | Sell |
1,655
-81
| -5% | -$12.3K | 0.22% | 86 |
|
|
2024
Q1 | $252K | Sell |
1,736
-77
| -4% | -$11.2K | 0.26% | 92 |
|
|
2023
Q4 | $248K | Sell |
1,813
-24
| -1% | -$3.29K | 0.29% | 102 |
|
|
2023
Q3 | $232K | Sell |
1,837
-206
| -10% | -$26K | 0.29% | 107 |
|
|
2023
Q2 | $253K | Sell |
2,043
-24
| -1% | -$2.97K | 0.26% | 100 |
|
|
2023
Q1 | $247K | Sell |
2,067
-771
| -27% | -$92.2K | 0.25% | 109 |
|
|
2022
Q4 | $412K | Sell |
2,838
-92
| -3% | -$13.3K | 0.32% | 69 |
|
|
2022
Q3 | $517K | Sell |
2,930
-182
| -6% | -$32.1K | 0.41% | 44 |
|
|
2022
Q2 | $496K | Buy |
3,112
+583
| +23% | +$92.9K | 0.37% | 51 |
|
|
2022
Q1 | $429K | Buy |
2,529
+288
| +13% | +$48.9K | 0.28% | 61 |
|
|
2021
Q4 | $344K | Buy |
2,241
+129
| +6% | +$19.8K | 0.21% | 91 |
|
|
2021
Q3 | $315K | Buy |
2,112
+87
| +4% | +$13K | 0.2% | 96 |
|
|
2021
Q2 | $294K | Buy |
2,025
+2
| +0.1% | +$290 | 0.18% | 96 |
|
|
2021
Q1 | $307K | Sell |
2,023
-8
| -0.4% | -$1.21K | 0.2% | 93 |
|
|
2020
Q4 | $259K | Buy |
+2,031
| New | +$259K | 0.17% | 96 |
|