Independent Advisor Alliance’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 | $400K | Buy |
2,060
+31
| +2% | +$6.01K | 0.01% | 655 |
|
|
2025
Q1 | $363K | Sell |
2,029
-48
| -2% | -$8.58K | 0.01% | 603 |
|
|
2024
Q4 | $391K | Buy |
2,077
+478
| +30% | +$89.9K | 0.01% | 1032 |
|
|
2024
Q3 | $285K | Sell |
1,599
-143
| -8% | -$25.5K | 0.01% | 580 |
|
|
2024
Q2 | $264K | Buy |
1,742
+3
| +0.2% | +$454 | 0.01% | 606 |
|
|
2024
Q1 | $253K | Buy |
+1,739
| New | +$253K | 0.01% | 611 |
|
|
2022
Q4 | – | Sell |
-1,410
| Closed | -$249K | – | 549 |
|
|
2022
Q3 | $249K | Sell |
1,410
-49
| -3% | -$8.65K | 0.01% | 531 |
|
|
2022
Q2 | $232K | Buy |
+1,459
| New | +$232K | 0.01% | 541 |
|
|
2022
Q1 | – | Sell |
-4,047
| Closed | -$622K | – | 713 |
|
|
2021
Q4 | $622K | Buy |
4,047
+281
| +7% | +$43.2K | 0.03% | 343 |
|
|
2021
Q3 | $562K | Buy |
3,766
+783
| +26% | +$117K | 0.03% | 352 |
|
|
2021
Q2 | $433K | Sell |
2,983
-238
| -7% | -$34.5K | 0.02% | 423 |
|
|
2021
Q1 | $488K | Buy |
3,221
+125
| +4% | +$18.9K | 0.03% | 381 |
|
|
2020
Q4 | $394K | Buy |
+3,096
| New | +$394K | 0.03% | 391 |
|