EverSource Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,386
+404
| +41% | +$78.4K | 0.01% | 726 |
|
|
2025
Q1 | $175K | Sell |
982
-73
| -7% | -$13K | 0.01% | 703 |
|
|
2024
Q4 | $198K | Sell |
1,055
-50
| -5% | -$9.4K | 0.01% | 659 |
|
|
2024
Q3 | $197K | Buy |
1,105
+8
| +0.7% | +$1.43K | 0.01% | 562 |
|
|
2024
Q2 | $189K | Sell |
1,097
-146
| -12% | -$25.1K | 0.01% | 573 |
|
|
2024
Q1 | $179K | Buy |
1,243
+432
| +53% | +$62.4K | 0.01% | 523 |
|
|
2023
Q4 | $111K | Buy |
811
+22
| +3% | +$3.02K | 0.01% | 598 |
|
|
2023
Q3 | $99.7K | Buy |
789
+35
| +5% | +$4.42K | 0.01% | 568 |
|
|
2023
Q2 | $93.3K | Buy |
754
+88
| +13% | +$10.9K | 0.01% | 604 |
|
|
2023
Q1 | $79.6K | Sell |
666
-53
| -7% | -$6.34K | 0.01% | 626 |
|
|
2022
Q4 | $104K | Sell |
719
-4
| -0.6% | -$580 | 0.02% | 492 |
|
|
2022
Q3 | $128K | Buy |
723
+86
| +14% | +$15.2K | 0.03% | 372 |
|
|
2022
Q2 | $102K | Buy |
637
+100
| +19% | +$16K | 0.03% | 370 |
|
|
2022
Q1 | $91K | Buy |
537
+498
| +1,277% | +$84.4K | 0.02% | 349 |
|
|
2021
Q4 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 1189 |
|