Heritage 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
Q1 | – | Sell |
-28
| Closed | -$5.26K | – | 623 |
|
|
2024
Q4 | $5.26K | Buy |
28
+5
| +22% | +$940 | ﹤0.01% | 487 |
|
|
2024
Q3 | $4.1K | Buy |
+23
| New | +$4.1K | ﹤0.01% | 501 |
|
|
2019
Q4 | – | Sell |
-53
| Closed | -$8K | – | 720 |
|
|
2019
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $9.01K | Hold |
53
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $8.32K | Buy |
+53
| New | +$8.32K | ﹤0.01% | 367 |
|