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Fiducient Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
1,870
-4,469
| -71% | -$867K | 0.04% | 111 |
|
|
2025
Q1 | $1.13M | Buy |
6,339
+4,369
| +222% | +$781K | 0.14% | 73 |
|
|
2024
Q4 | $370K | Hold |
1,970
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $351K | Sell |
1,970
-200
| -9% | -$35.6K | 0.04% | 109 |
|
|
2024
Q2 | $328K | Buy |
+2,170
| New | +$328K | 0.05% | 109 |
|
|
2023
Q1 | – | Sell |
-1,770
| Closed | -$257K | – | 124 |
|
|
2022
Q4 | $257K | Hold |
1,770
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $312K | Sell |
1,770
-3,540
| -67% | -$624K | 0.15% | 43 |
|
|
2022
Q2 | $846K | Buy |
+5,310
| New | +$846K | 0.32% | 33 |
|