Great Valley Advisor Group’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 | $657K | Buy |
3,385
+5
| +0.1% | +$970 | 0.01% | 535 |
|
|
2025
Q1 | $605K | Buy |
3,380
+37
| +1% | +$6.62K | 0.01% | 548 |
|
|
2024
Q4 | $629K | Sell |
3,343
-122
| -4% | -$22.9K | 0.01% | 533 |
|
|
2024
Q3 | $618K | Buy |
3,465
+252
| +8% | +$44.9K | 0.02% | 515 |
|
|
2024
Q2 | $486K | Sell |
3,213
-4
| -0.1% | -$606 | 0.01% | 535 |
|
|
2024
Q1 | $468K | Buy |
3,217
+153
| +5% | +$22.3K | 0.01% | 511 |
|
|
2023
Q4 | $420K | Buy |
3,064
+7
| +0.2% | +$961 | 0.01% | 496 |
|
|
2023
Q3 | $387K | Sell |
3,057
-35
| -1% | -$4.43K | 0.02% | 494 |
|
|
2023
Q2 | $383K | Sell |
3,092
-25
| -0.8% | -$3.09K | 0.02% | 502 |
|
|
2023
Q1 | $373K | Sell |
3,117
-18
| -0.6% | -$2.15K | 0.02% | 483 |
|
|
2022
Q4 | $455K | Sell |
3,135
-3,717
| -54% | -$539K | 0.02% | 462 |
|
|
2022
Q3 | $1.21M | Sell |
6,852
-3,668
| -35% | -$647K | 0.07% | 273 |
|
|
2022
Q2 | $1.68M | Buy |
10,520
+120
| +1% | +$19.1K | 0.09% | 217 |
|
|
2022
Q1 | $1.76M | Hold |
10,400
| – | – | 0.1% | 207 |
|
|
2021
Q4 | $1.6M | Buy |
10,400
+7,399
| +247% | +$1.14M | 0.1% | 211 |
|
|
2021
Q3 | $448K | Hold |
3,001
| – | – | 0.03% | 385 |
|
|
2021
Q2 | $436K | Hold |
3,001
| – | – | 0.03% | 382 |
|
|
2021
Q1 | $455K | Hold |
3,001
| – | – | 0.04% | 323 |
|
|
2020
Q4 | $382K | Sell |
3,001
-57
| -2% | -$7.26K | 0.04% | 328 |
|
|
2020
Q3 | $282K | Sell |
3,058
-7
| -0.2% | -$646 | 0.03% | 343 |
|
|
2020
Q2 | $319K | Buy |
3,065
+8
| +0.3% | +$833 | 0.05% | 305 |
|
|
2020
Q1 | $316K | Hold |
3,057
| – | – | 0.08% | 231 |
|
|
2019
Q4 | $519K | Hold |
3,057
| – | – | 0.12% | 199 |
|
|
2019
Q3 | $483K | Hold |
3,057
| – | – | 0.12% | 198 |
|
|
2019
Q2 | $520K | Hold |
3,057
| – | – | 0.13% | 186 |
|
|
2019
Q1 | $480K | Hold |
3,057
| – | – | 0.15% | 161 |
|
|
2018
Q4 | $438K | Buy |
+3,057
| New | +$438K | 0.16% | 124 |
|