EWA
EP Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
4,344
+1,893
| +77% | +$367K | 0.01% | 613 |
|
|
2025
Q1 | $438K | Buy |
2,451
+180
| +8% | +$32.2K | ﹤0.01% | 753 |
|
|
2024
Q4 | $427K | Sell |
2,271
-4,173
| -65% | -$785K | ﹤0.01% | 747 |
|
|
2024
Q3 | $1.15M | Buy |
+6,444
| New | +$1.15M | 0.01% | 465 |
|
|
2018
Q3 | – | Sell |
-1,196
| Closed | -$203K | – | 283 |
|
|
2018
Q2 | $203K | Sell |
1,196
-1,150
| -49% | -$195K | 0.02% | 184 |
|
|
2018
Q1 | $433K | Sell |
2,346
-538
| -19% | -$99.3K | 0.04% | 129 |
|
|
2017
Q4 | $493K | Hold |
2,884
| – | – | 0.05% | 113 |
|
|
2017
Q3 | $464K | Hold |
2,884
| – | – | 0.05% | 108 |
|
|
2017
Q2 | $467K | Hold |
2,884
| – | – | 0.06% | 109 |
|
|
2017
Q1 | $446K | Hold |
2,884
| – | – | 0.06% | 92 |
|
|
2016
Q4 | $451K | Sell |
2,884
-46
| -2% | -$7.19K | 0.07% | 89 |
|
|
2016
Q3 | $340K | Buy |
2,930
+46
| +2% | +$5.34K | 0.05% | 98 |
|
|
2016
Q2 | $341K | Hold |
2,884
| – | – | 0.05% | 97 |
|
|
2016
Q1 | $320K | Buy |
+2,884
| New | +$320K | 0.05% | 103 |
|