IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
8,365
+868
| +12% | +$187K | 0.04% | 506 |
|
|
2025
Q4 | $1.51M | Buy |
7,497
+32
| +0.4% | +$6.11K | 0.03% | 501 |
|
|
2025
Q3 | $1.48M | Buy |
7,465
+604
| +9% | +$119K | 0.04% | 468 |
|
|
2025
Q2 | $1.55M | Sell |
6,861
-601
| -8% | -$106K | 0.04% | 427 |
|
|
2025
Q1 | $1.33M | Sell |
7,462
-74
| -1% | -$14K | 0.04% | 468 |
|
|
2024
Q4 | $1.42M | Buy |
7,536
+7,098
| +1,621% | +$1.41M | 0.05% | 436 |
|
|
2024
Q3 | $78K | Sell |
438
-2,471
| -85% | -$410K | ﹤0.01% | 1517 |
|
|
2024
Q2 | $440K | Buy |
2,909
+303
| +12% | +$44.3K | 0.02% | 704 |
|
|
2024
Q1 | $379K | Buy |
2,606
+345
| +15% | +$47.8K | 0.02% | 704 |
|
|
2023
Q4 | $310K | Buy |
2,261
+70
| +3% | +$8.79K | 0.01% | 755 |
|
|
2023
Q3 | $277K | Buy |
2,191
+17
| +0.8% | +$2.22K | 0.01% | 817 |
|
|
2023
Q2 | $269K | Sell |
2,174
-130
| -6% | -$15.7K | 0.01% | 880 |
|
|
2023
Q1 | $402K | Sell |
2,304
-7,158
| -76% | -$1.04M | 0.02% | 673 |
|
|
2022
Q4 | $1.67M | Sell |
9,462
-30
| -0.3% | -$4.93K | 0.04% | 426 |
|
|
2022
Q3 | $1.67M | Buy |
9,492
+69
| +0.7% | +$12.2K | 0.04% | 463 |
|
|
2022
Q2 | $1.65M | Hold |
9,423
| – | – | 0.05% | 408 |
|
|
2022
Q1 | $1.65M | Buy |
9,423
+9,333
| +10,370% | +$1.65M | 0.05% | 408 |
|
|
2021
Q4 | $14K | Hold |
90
| – | – | ﹤0.01% | 2095 |
|
|
2021
Q3 | $14K | Buy |
90
+26
| +41% | +$3.6K | ﹤0.01% | 2136 |
|
|
2021
Q2 | $9K | Sell |
64
-45
| -41% | -$7.03K | ﹤0.01% | 2260 |
|
|
2021
Q1 | $16K | Hold |
109
| – | – | ﹤0.01% | 1944 |
|
|
2020
Q4 | $14K | Sell |
109
-4
| -4% | -$456 | ﹤0.01% | 1931 |
|
|
2020
Q3 | $11K | Sell |
113
-19
| -14% | -$1.94K | ﹤0.01% | 1870 |
|
|
2020
Q2 | $12K | Buy |
132
+80
| +154% | +$8.45K | ﹤0.01% | 1754 |
|
|
2020
Q1 | $7K | Sell |
52
-20
| -28% | -$2.94K | ﹤0.01% | 1934 |
|
|
2019
Q4 | $16K | Sell |
72
-125
| -63% | -$20.3K | ﹤0.01% | 1723 |
|
|
2019
Q3 | $30K | Buy |
+197
| New | +$31K | ﹤0.01% | 1593 |
|
|
2019
Q1 | $34K | Sell |
214
-137
| -39% | -$22.5K | ﹤0.01% | 1125 |
|
|
2018
Q4 | $50K | Buy |
351
+63
| +22% | +$10.1K | ﹤0.01% | 1617 |
|
|
2018
Q3 | $47K | Sell |
288
-67
| -19% | -$11.6K | ﹤0.01% | 1929 |
|
|
2018
Q2 | $60K | Buy |
355
+15
| +4% | +$2.69K | ﹤0.01% | 1804 |
|
|
2018
Q1 | $58K | Hold |
340
| – | – | ﹤0.01% | 1733 |
|
|
2017
Q4 | $58K | Sell |
340
-549
| -62% | -$91.1K | ﹤0.01% | 1750 |
|
|
2017
Q3 | $143K | Sell |
889
-10
| -1% | -$1.57K | 0.01% | 1350 |
|
|
2017
Q2 | $146K | Sell |
899
-263
| -23% | -$41.5K | 0.01% | 1305 |
|
|
2017
Q1 | $180K | Sell |
1,162
-432
| -27% | -$69.9K | 0.01% | 1173 |
|
|
2016
Q4 | $249K | Buy |
1,594
+845
| +113% | +$114K | 0.01% | 946 |
|
|
2016
Q3 | $87K | Buy |
749
+7
| +0.9% | +$813 | ﹤0.01% | 1459 |
|
|
2016
Q2 | $88K | Buy |
742
+528
| +247% | +$61.3K | ﹤0.01% | 1420 |
|
|
2016
Q1 | $34K | Sell |
214
-799
| -79% | -$86.7K | ﹤0.01% | 1125 |
|
|
2015
Q4 | $123K | Buy |
+1,013
| New | +$123K | 0.01% | 1056 |
|
Other funds holding MTB
VCM
VPM
