Envestnet Asset Management’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 | $52.4M | Buy |
269,973
+1,039
| +0.4% | +$202K | 0.02% | 730 |
|
|
2025
Q1 | $48.1M | Buy |
268,934
+38,913
| +17% | +$6.96M | 0.02% | 730 |
|
|
2024
Q4 | $43.2M | Sell |
230,021
-12,041
| -5% | -$2.26M | 0.01% | 787 |
|
|
2024
Q3 | $43.1M | Buy |
242,062
+849
| +0.4% | +$151K | 0.01% | 796 |
|
|
2024
Q2 | $36.5M | Buy |
241,213
+13,278
| +6% | +$2.01M | 0.01% | 807 |
|
|
2024
Q1 | $33.2M | Buy |
227,935
+5,405
| +2% | +$786K | 0.01% | 845 |
|
|
2023
Q4 | $30.5M | Buy |
222,530
+4,544
| +2% | +$623K | 0.01% | 826 |
|
|
2023
Q3 | $27.6M | Buy |
217,986
+54,344
| +33% | +$6.87M | 0.01% | 823 |
|
|
2023
Q2 | $20.3M | Buy |
163,642
+38,219
| +30% | +$4.73M | 0.01% | 925 |
|
|
2023
Q1 | $15M | Buy |
125,423
+13,813
| +12% | +$1.65M | 0.01% | 1041 |
|
|
2022
Q4 | $16.2M | Buy |
111,610
+1,665
| +2% | +$242K | 0.01% | 964 |
|
|
2022
Q3 | $19.4M | Sell |
109,945
-75
| -0.1% | -$13.2K | 0.01% | 790 |
|
|
2022
Q2 | $17.5M | Sell |
110,020
-602
| -0.5% | -$96K | 0.01% | 860 |
|
|
2022
Q1 | $18.8M | Buy |
110,622
+12,288
| +12% | +$2.08M | 0.01% | 877 |
|
|
2021
Q4 | $15.1M | Buy |
98,334
+969
| +1% | +$149K | 0.01% | 971 |
|
|
2021
Q3 | $14.5M | Buy |
97,365
+3,522
| +4% | +$526K | 0.01% | 947 |
|
|
2021
Q2 | $13.6M | Buy |
93,843
+5,722
| +6% | +$831K | 0.01% | 966 |
|
|
2021
Q1 | $13.4M | Buy |
88,121
+42,137
| +92% | +$6.39M | 0.01% | 883 |
|
|
2020
Q4 | $5.85M | Buy |
45,984
+1,319
| +3% | +$168K | ﹤0.01% | 1198 |
|
|
2020
Q3 | $4.11M | Sell |
44,665
-3,744
| -8% | -$345K | ﹤0.01% | 1265 |
|
|
2020
Q2 | $5.03M | Sell |
48,409
-46,923
| -49% | -$4.88M | ﹤0.01% | 1121 |
|
|
2020
Q1 | $9.86M | Buy |
95,332
+44,015
| +86% | +$4.55M | 0.01% | 689 |
|
|
2019
Q4 | $8.71M | Buy |
51,317
+1,167
| +2% | +$198K | 0.01% | 857 |
|
|
2019
Q3 | $7.92M | Sell |
50,150
-85,576
| -63% | -$13.5M | 0.01% | 860 |
|
|
2019
Q2 | $23.1M | Sell |
135,726
-2,657
| -2% | -$452K | 0.03% | 419 |
|
|
2019
Q1 | $21.7M | Buy |
138,383
+81,765
| +144% | +$12.8M | 0.03% | 421 |
|
|
2018
Q4 | $8.1M | Buy |
56,618
+54,669
| +2,805% | +$7.83M | 0.01% | 678 |
|
|
2018
Q3 | $321K | Sell |
1,949
-15,458
| -89% | -$2.55M | ﹤0.01% | 1023 |
|
|
2018
Q2 | $2.96M | Sell |
17,407
-669
| -4% | -$114K | 0.01% | 675 |
|
|
2018
Q1 | $3.32M | Sell |
18,076
-781
| -4% | -$144K | 0.01% | 525 |
|
|
2017
Q4 | $3.22M | Sell |
18,857
-603
| -3% | -$103K | 0.01% | 760 |
|
|
2017
Q3 | $3.13M | Sell |
19,460
-22,809
| -54% | -$3.67M | 0.01% | 737 |
|
|
2017
Q2 | $6.85M | Sell |
42,269
-3,901
| -8% | -$632K | 0.02% | 476 |
|
|
2017
Q1 | $7.14M | Sell |
46,170
-2,489
| -5% | -$385K | 0.02% | 461 |
|
|
2016
Q4 | $7.61M | Buy |
48,659
+68
| +0.1% | +$10.6K | 0.03% | 407 |
|
|
2016
Q3 | $5.64M | Buy |
48,591
+412
| +0.9% | +$47.8K | 0.02% | 537 |
|
|
2016
Q2 | $5.7M | Buy |
48,179
+523
| +1% | +$61.8K | 0.02% | 575 |
|
|
2016
Q1 | $5.29M | Sell |
47,656
-121,360
| -72% | -$13.5M | 0.02% | 568 |
|
|
2015
Q4 | $20.5M | Buy |
169,016
+6,442
| +4% | +$781K | 0.09% | 200 |
|
|
2015
Q3 | $19.8M | Buy |
162,574
+19,298
| +13% | +$2.35M | 0.1% | 184 |
|
|
2015
Q2 | $17.9M | Buy |
143,276
+23,461
| +20% | +$2.93M | 0.09% | 227 |
|
|
2015
Q1 | $15.2M | Buy |
119,815
+117,284
| +4,634% | +$14.9M | 0.08% | 258 |
|
|
2014
Q4 | $318K | Sell |
2,531
-951
| -27% | -$119K | ﹤0.01% | 854 |
|
|
2014
Q3 | $429K | Buy |
3,482
+663
| +24% | +$81.7K | ﹤0.01% | 827 |
|
|
2014
Q2 | $350K | Buy |
2,819
+1,226
| +77% | +$152K | ﹤0.01% | 856 |
|
|
2014
Q1 | $193K | Sell |
1,593
-152
| -9% | -$18.4K | ﹤0.01% | 908 |
|
|
2013
Q4 | $203K | Sell |
1,745
-32
| -2% | -$3.72K | ﹤0.01% | 822 |
|
|
2013
Q3 | $199K | Buy |
1,777
+143
| +9% | +$16K | ﹤0.01% | 788 |
|
|
2013
Q2 | $183K | Buy |
+1,634
| New | +$183K | ﹤0.01% | 817 |
|