Fiduciary Alliance’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 | $5.03M | Buy |
25,905
+462
| +2% | +$89.6K | 0.37% | 67 |
|
|
2025
Q1 | $4.55M | Sell |
25,443
-548
| -2% | -$98K | 0.45% | 60 |
|
|
2024
Q4 | $4.89M | Buy |
25,991
+2,086
| +9% | +$392K | 0.49% | 57 |
|
|
2024
Q3 | $4.26M | Buy |
23,905
+2,247
| +10% | +$400K | 0.56% | 50 |
|
|
2024
Q2 | $3.29M | Sell |
21,658
-390
| -2% | -$59.2K | 0.53% | 54 |
|
|
2024
Q1 | $3.16M | Buy |
+22,048
| New | +$3.16M | 0.56% | 53 |
|
|
2023
Q3 | – | Sell |
-91
| Closed | -$11.3K | – | 650 |
|
|
2023
Q2 | $11.3K | Buy |
+91
| New | +$11.3K | ﹤0.01% | 538 |
|