Dynamic Advisor Solutions’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
$1.95M Sell
2025
Q2
$1.92M Sell
2025
Q1
$1.77M Buy
2024
Q4
$1.86M Sell
2024
Q3
$1.8M Buy
2024
Q2
$1.51M Buy
2024
Q1
$1.25M Sell
2023
Q4
$1.24M Buy
2023
Q3
$807K Buy
2023
Q2
$760K Buy
2023
Q1
$399K Buy