D.A. Davidson & Co’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 | $330K | Buy |
+1,597
| New | +$344K | ﹤0.01% | 1314 |
|
|
2025
Q2 | – | Sell |
-4,638
| Closed | -$829K | – | 1485 |
|
|
2025
Q1 | $829K | Buy |
4,638
+1,115
| +32% | +$211K | 0.01% | 836 |
|
|
2024
Q4 | $663K | Buy |
+3,523
| New | +$700K | 0.01% | 926 |
|
|
2022
Q4 | – | Sell |
-1,211
| Closed | -$214K | – | 1361 |
|
|
2022
Q3 | $214K | Buy |
+1,211
| New | +$214K | ﹤0.01% | 1142 |
|
|
2022
Q1 | – | Sell |
-1,370
| Closed | -$210K | – | 1315 |
|
|
2021
Q4 | $210K | Buy |
+1,370
| New | +$210K | ﹤0.01% | 1178 |
|
|
2021
Q1 | – | Sell |
-1,823
| Closed | -$232K | – | 1166 |
|
|
2020
Q4 | $232K | Buy |
+1,823
| New | +$208K | ﹤0.01% | 931 |
|
|
2017
Q3 | – | Sell |
-55
| Closed | -$8K | – | 1652 |
|
|
2017
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 2108 |
|
|
2017
Q1 | $8K | Sell |
55
-68
| -55% | -$11K | ﹤0.01% | 2086 |
|
|
2016
Q4 | $18K | Buy |
123
+11
| +10% | +$1.49K | ﹤0.01% | 1953 |
|
|
2016
Q3 | $12K | Buy |
112
+65
| +138% | +$7.55K | ﹤0.01% | 1999 |
|
|
2016
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 2164 |
|
|
2016
Q1 | $4K | Sell |
47
-11,285
| -100% | -$1.22M | ﹤0.01% | 2080 |
|
|
2015
Q4 | $1.37M | Buy |
11,332
+22
| +0.2% | +$2.68K | 0.04% | 339 |
|
|
2015
Q3 | $1.38M | Buy |
11,310
+905
| +9% | +$113K | 0.05% | 331 |
|
|
2015
Q2 | $1.3M | Buy |
10,405
+1,336
| +15% | +$165K | 0.04% | 352 |
|
|
2015
Q1 | $1.15M | Sell |
9,069
-15
| -0.2% | -$1.82K | 0.04% | 373 |
|
|
2014
Q4 | $1.14M | Buy |
9,084
+765
| +9% | +$93.9K | 0.04% | 381 |
|
|
2014
Q3 | $1.02M | Buy |
8,319
+442
| +6% | +$54.4K | 0.03% | 415 |
|
|
2014
Q2 | $975K | Buy |
7,877
+389
| +5% | +$47.4K | 0.03% | 434 |
|
|
2014
Q1 | $906K | Buy |
7,488
+686
| +10% | +$79.2K | 0.03% | 435 |
|
|
2013
Q4 | $791K | Buy |
6,802
+1,758
| +35% | +$200K | 0.03% | 463 |
|
|
2013
Q3 | $563K | Buy |
5,044
+5,028
| +31,425% | +$582K | 0.03% | 475 |
|
|
2013
Q2 | $1K | Buy |
+16
| New | +$1.65K | ﹤0.01% | 1657 |
|
Other funds holding MTB
VCM
VPM
