Envestnet Portfolio Solutions’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 | $584K | Sell |
3,013
-237
| -7% | -$46K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $581K | Buy |
3,250
+118
| +4% | +$21.1K | ﹤0.01% | 985 |
|
|
2024
Q4 | $589K | Sell |
3,132
-352
| -10% | -$66.2K | ﹤0.01% | 1159 |
|
|
2024
Q3 | $621K | Sell |
3,484
-174
| -5% | -$31K | ﹤0.01% | 1084 |
|
|
2024
Q2 | $554K | Sell |
3,658
-813
| -18% | -$123K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $650K | Buy |
4,471
+535
| +14% | +$77.8K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $539K | Sell |
3,936
-928
| -19% | -$127K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $615K | Buy |
+4,864
| New | +$615K | ﹤0.01% | 901 |
|