EverSource 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
Q3 | $273K | Sell |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $175K | Sell |
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|
2024
Q4 | $198K | Sell |
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|
2024
Q3 | $197K | Buy |
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|
2024
Q2 | $189K | Sell |
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|
2024
Q1 | $179K | Buy |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $99.7K | Buy |
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|
2023
Q2 | $93.3K | Buy |
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|
2023
Q1 | $79.6K | Sell |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $102K | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $6K | Buy |
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