Dynamic Advisor Solutions’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
9,875
-54
| -0.5% | -$10.5K | 0.06% | 317 |
|
|
2025
Q1 | $1.77M | Buy |
9,929
+23
| +0.2% | +$4.11K | 0.06% | 301 |
|
|
2024
Q4 | $1.86M | Sell |
9,906
-189
| -2% | -$35.5K | 0.08% | 217 |
|
|
2024
Q3 | $1.8M | Buy |
10,095
+109
| +1% | +$19.4K | 0.05% | 319 |
|
|
2024
Q2 | $1.51M | Buy |
9,986
+1,423
| +17% | +$215K | 0.05% | 353 |
|
|
2024
Q1 | $1.25M | Sell |
8,563
-422
| -5% | -$61.4K | 0.04% | 393 |
|
|
2023
Q4 | $1.24M | Buy |
8,985
+2,605
| +41% | +$360K | 0.05% | 367 |
|
|
2023
Q3 | $807K | Buy |
6,380
+239
| +4% | +$30.2K | 0.04% | 402 |
|
|
2023
Q2 | $760K | Buy |
6,141
+2,801
| +84% | +$347K | 0.04% | 403 |
|
|
2023
Q1 | $399K | Buy |
+3,340
| New | +$399K | 0.02% | 525 |
|