FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,796
| Closed | -$246K | – | 541 |
|
|
2023
Q4 | $246K | Sell |
1,796
-296
| -14% | -$40.5K | 0.02% | 593 |
|
|
2023
Q3 | $265K | Sell |
2,092
-397
| -16% | -$50.3K | 0.02% | 516 |
|
|
2023
Q2 | $308K | Buy |
2,489
+220
| +10% | +$27.2K | 0.02% | 584 |
|
|
2023
Q1 | $329K | Hold |
2,269
| – | – | 0.01% | 536 |
|
|
2022
Q4 | $329K | Sell |
2,269
-262
| -10% | -$38K | 0.01% | 536 |
|
|
2022
Q3 | $446K | Sell |
2,531
-6,424
| -72% | -$1.13M | 0.02% | 431 |
|
|
2022
Q2 | $1.43M | Buy |
8,955
+143
| +2% | +$22.8K | 0.05% | 256 |
|
|
2022
Q1 | $1.49M | Buy |
8,812
+4,751
| +117% | +$805K | 0.05% | 256 |
|
|
2021
Q4 | $624K | Buy |
4,061
+121
| +3% | +$18.6K | 0.02% | 473 |
|
|
2021
Q3 | $588K | Buy |
3,940
+783
| +25% | +$117K | 0.02% | 465 |
|
|
2021
Q2 | $459K | Buy |
+3,157
| New | +$459K | 0.02% | 527 |
|
|
2018
Q3 | – | Sell |
-2,209
| Closed | -$376K | – | 927 |
|
|
2018
Q2 | $376K | Sell |
2,209
-9,429
| -81% | -$1.6M | 0.01% | 643 |
|
|
2018
Q1 | $2.15M | Sell |
11,638
-69
| -0.6% | -$12.7K | 0.06% | 272 |
|
|
2017
Q4 | $2M | Sell |
11,707
-614
| -5% | -$105K | 0.05% | 312 |
|
|
2017
Q3 | $1.98M | Sell |
12,321
-6,785
| -36% | -$1.09M | 0.05% | 316 |
|
|
2017
Q2 | $3.09M | Sell |
19,106
-5,258
| -22% | -$851K | 0.09% | 181 |
|
|
2017
Q1 | $3.77M | Sell |
24,364
-2,003
| -8% | -$310K | 0.12% | 163 |
|
|
2016
Q4 | $4.13M | Buy |
26,367
+9,183
| +53% | +$1.44M | 0.12% | 154 |
|
|
2016
Q3 | $2M | Buy |
17,184
+3,023
| +21% | +$351K | 0.08% | 206 |
|
|
2016
Q2 | $1.67M | Buy |
14,161
+1,968
| +16% | +$233K | 0.08% | 235 |
|
|
2016
Q1 | $1.35M | Buy |
12,193
+2,040
| +20% | +$226K | 0.06% | 285 |
|
|
2015
Q4 | $1.23M | Buy |
10,153
+28
| +0.3% | +$3.39K | 0.06% | 292 |
|
|
2015
Q3 | $1.23M | Sell |
10,125
-2,744
| -21% | -$335K | 0.11% | 197 |
|
|
2015
Q2 | $1.61M | Buy |
12,869
+1,969
| +18% | +$246K | 0.08% | 228 |
|
|
2015
Q1 | $1.39M | Buy |
10,900
+7,117
| +188% | +$905K | 0.03% | 465 |
|
|
2014
Q4 | $475K | Sell |
3,783
-8,515
| -69% | -$1.07M | 0.03% | 569 |
|
|
2014
Q3 | $1.52M | Buy |
12,298
+2,573
| +26% | +$317K | 0.1% | 208 |
|
|
2014
Q2 | $1.21M | Buy |
+9,725
| New | +$1.21M | 0.08% | 281 |
|