IBEX Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $585K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $566K | Sell |
|
|||||
|
2024
Q1 | $549K | Buy |
|
|||||
|
2023
Q4 | $519 | Sell |
|
|||||
|
2023
Q3 | $478K | Buy |
|
|||||
|
2023
Q1 | $452K | Hold |
|
|||||
|
2022
Q4 | $549K | Buy |
|
|||||
|
2022
Q3 | $350K | Hold |
|
|||||
|
2022
Q2 | $316K | Hold |
|
|||||
|
2022
Q1 | $336K | Sell |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2021
Q3 | $296K | Hold |
|
|||||
|
2021
Q2 | $288K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $358K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $372K | Buy |
|