EP Wealth Advisors’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
Q2 | $843K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $433K | Sell |
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|
2017
Q4 | $493K | Hold |
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|
2017
Q3 | $464K | Hold |
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|
2017
Q2 | $467K | Hold |
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|
2017
Q1 | $446K | Hold |
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|
2016
Q4 | $451K | Sell |
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $341K | Hold |
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|
2016
Q1 | $320K | Buy |
|