Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,075
| Closed | -$389K | – | 185 |
|
|
2023
Q3 | $389K | Sell |
3,075
-245
| -7% | -$31K | 0.05% | 141 |
|
|
2023
Q2 | $411K | Buy |
3,320
+71
| +2% | +$8.79K | 0.06% | 151 |
|
|
2023
Q1 | $389K | Sell |
3,249
-306
| -9% | -$36.6K | 0.05% | 166 |
|
|
2022
Q4 | $516K | Sell |
3,555
-250
| -7% | -$36.3K | 0.08% | 136 |
|
|
2022
Q3 | $671K | Sell |
3,805
-50
| -1% | -$8.82K | 0.11% | 123 |
|
|
2022
Q2 | $614K | Sell |
3,855
-30
| -0.8% | -$4.78K | 0.1% | 126 |
|
|
2022
Q1 | $659K | Sell |
3,885
-400
| -9% | -$67.9K | 0.09% | 132 |
|
|
2021
Q4 | $658K | Sell |
4,285
-455
| -10% | -$69.9K | 0.1% | 112 |
|
|
2021
Q3 | $708K | Sell |
4,740
-200
| -4% | -$29.9K | 0.12% | 108 |
|
|
2021
Q2 | $718K | Sell |
4,940
-2,652
| -35% | -$385K | 0.12% | 106 |
|
|
2021
Q1 | $1.15M | Hold |
7,592
| – | – | 0.21% | 89 |
|
|
2020
Q4 | $966K | Sell |
7,592
-375
| -5% | -$47.7K | 0.18% | 91 |
|
|
2020
Q3 | $734K | Sell |
7,967
-400
| -5% | -$36.9K | 0.16% | 96 |
|
|
2020
Q2 | $870K | Buy |
8,367
+93
| +1% | +$9.67K | 0.2% | 87 |
|
|
2020
Q1 | $856K | Buy |
8,274
+3,254
| +65% | +$337K | 0.24% | 84 |
|
|
2019
Q4 | $852K | Buy |
5,020
+25
| +0.5% | +$4.24K | 0.18% | 97 |
|
|
2019
Q3 | $789K | Sell |
4,995
-371
| -7% | -$58.6K | 0.18% | 101 |
|
|
2019
Q2 | $913K | Hold |
5,366
| – | – | 0.21% | 91 |
|
|
2019
Q1 | $843K | Hold |
5,366
| – | – | 0.2% | 91 |
|
|
2018
Q4 | $768K | Sell |
5,366
-75
| -1% | -$10.7K | 0.18% | 97 |
|
|
2018
Q3 | $895K | Buy |
5,441
+3,846
| +241% | +$633K | 0.21% | 91 |
|
|
2018
Q2 | $271K | Sell |
1,595
-25
| -2% | -$4.25K | 0.07% | 128 |
|
|
2018
Q1 | $299K | Hold |
1,620
| – | – | 0.08% | 125 |
|
|
2017
Q4 | $277K | Sell |
1,620
-25
| -2% | -$4.28K | 0.07% | 132 |
|
|
2017
Q3 | $265K | Hold |
1,645
| – | – | 0.07% | 132 |
|
|
2017
Q2 | $266K | Sell |
1,645
-25
| -1% | -$4.04K | 0.07% | 131 |
|
|
2017
Q1 | $258K | Hold |
1,670
| – | – | 0.07% | 132 |
|
|
2016
Q4 | $261K | Sell |
1,670
-211
| -11% | -$33K | 0.08% | 131 |
|
|
2016
Q3 | $218K | Hold |
1,881
| – | – | 0.07% | 140 |
|
|
2016
Q2 | $222K | Hold |
1,881
| – | – | 0.07% | 138 |
|
|
2016
Q1 | $209K | Buy |
1,881
+75
| +4% | +$8.33K | 0.07% | 134 |
|
|
2015
Q4 | $219K | Hold |
1,806
| – | – | 0.07% | 137 |
|
|
2015
Q3 | $220K | Sell |
1,806
-125
| -6% | -$15.2K | 0.07% | 137 |
|
|
2015
Q2 | $241K | Sell |
1,931
-75
| -4% | -$9.36K | 0.08% | 130 |
|
|
2015
Q1 | $255K | Sell |
2,006
-70
| -3% | -$8.9K | 0.09% | 115 |
|
|
2014
Q4 | $261K | Hold |
2,076
| – | – | 0.11% | 106 |
|
|
2014
Q3 | $256K | Sell |
2,076
-125
| -6% | -$15.4K | 0.11% | 108 |
|
|
2014
Q2 | $273K | Sell |
2,201
-780
| -26% | -$96.7K | 0.12% | 109 |
|
|
2014
Q1 | $362K | Sell |
2,981
-300
| -9% | -$36.4K | 0.15% | 96 |
|
|
2013
Q4 | $382K | Hold |
3,281
| – | – | 0.17% | 91 |
|
|
2013
Q3 | $367K | Buy |
3,281
+300
| +10% | +$33.6K | 0.18% | 92 |
|
|
2013
Q2 | $333K | Buy |
+2,981
| New | +$333K | 0.16% | 95 |
|