Exencial Wealth Advisors’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 | $12.5M | Sell |
64,387
-2,401
| -4% | -$466K | 0.44% | 66 |
|
|
2025
Q1 | $11.9M | Buy |
66,788
+23,265
| +53% | +$4.16M | 0.44% | 70 |
|
|
2024
Q4 | $8.18M | Buy |
+43,523
| New | +$8.18M | 0.3% | 99 |
|
|
2023
Q1 | – | Sell |
-1,801
| Closed | -$261K | – | 426 |
|
|
2022
Q4 | $261K | Sell |
1,801
-41,265
| -96% | -$5.99M | 0.01% | 376 |
|
|
2022
Q3 | $7.59M | Sell |
43,066
-728
| -2% | -$128K | 0.46% | 65 |
|
|
2022
Q2 | $6.98M | Sell |
43,794
-2,792
| -6% | -$445K | 0.39% | 83 |
|
|
2022
Q1 | $7.9M | Buy |
+46,586
| New | +$7.9M | 0.4% | 84 |
|