Ellevest Inc’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 | $415K | Buy |
2,008
+115
| +6% | +$24.8K | 0.06% | 270 |
|
|
2025
Q4 | $381K | Sell |
1,893
-344
| -15% | -$65.7K | 0.05% | 275 |
|
|
2025
Q3 | $442K | Buy |
2,237
+454
| +25% | +$89.1K | 0.06% | 246 |
|
|
2025
Q2 | $346K | Buy |
1,783
+288
| +19% | +$50.8K | 0.06% | 275 |
|
|
2025
Q1 | $267K | Buy |
1,495
+67
| +5% | +$12.7K | 0.02% | 316 |
|
|
2024
Q4 | $268K | Buy |
+1,428
| New | +$284K | 0.02% | 335 |
|
|
2023
Q3 | – | Sell |
-1,973
| Closed | -$244K | – | 373 |
|
|
2023
Q2 | $244K | Buy |
1,973
+483
| +32% | +$58.4K | 0.02% | 304 |
|
|
2023
Q1 | $178K | Buy |
1,490
+337
| +29% | +$48.9K | 0.01% | 336 |
|
|
2022
Q4 | $167K | Sell |
1,153
-528
| -31% | -$86.8K | 0.01% | 334 |
|
|
2022
Q3 | $296K | Buy |
1,681
+165
| +11% | +$29.2K | 0.03% | 185 |
|
|
2022
Q2 | $242K | Buy |
1,516
+635
| +72% | +$107K | 0.02% | 244 |
|
|
2022
Q1 | $149K | Buy |
881
+418
| +90% | +$73.7K | 0.01% | 354 |
|
|
2021
Q4 | $71K | Buy |
463
+409
| +757% | +$62.8K | 0.01% | 446 |
|
|
2021
Q3 | $8K | Sell |
54
-88
| -62% | -$12.2K | ﹤0.01% | 868 |
|
|
2021
Q2 | $21K | Buy |
142
+61
| +75% | +$9.53K | ﹤0.01% | 636 |
|
|
2021
Q1 | $12K | Buy |
81
+32
| +65% | +$4.72K | ﹤0.01% | 756 |
|
|
2020
Q4 | $6K | Sell |
49
-86
| -64% | -$9.79K | ﹤0.01% | 813 |
|
|
2020
Q3 | $12K | Sell |
135
-6
| -4% | -$613 | ﹤0.01% | 617 |
|
|
2020
Q2 | $15K | Buy |
141
+6
| +4% | +$633 | ﹤0.01% | 535 |
|
|
2020
Q1 | $14K | Sell |
135
-3
| -2% | -$441 | ﹤0.01% | 492 |
|
|
2019
Q4 | $23K | Buy |
138
+135
| +4,500% | +$21.9K | 0.01% | 392 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | +$472 | ﹤0.01% | 565 |
|
Other funds holding MTB
VCM
VPM
