Independent Solutions Wealth Management’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 | $441K | Hold |
2,135
| – | – | 0.07% | 143 |
|
|
2025
Q4 | $430K | Hold |
2,135
| – | – | 0.08% | 129 |
|
|
2025
Q3 | $422K | Hold |
2,135
| – | – | 0.08% | 132 |
|
|
2025
Q2 | $414K | Hold |
2,135
| – | – | 0.08% | 134 |
|
|
2025
Q1 | $382K | Hold |
2,135
| – | – | 0.09% | 135 |
|
|
2024
Q4 | $401K | Hold |
2,135
| – | – | 0.09% | 126 |
|
|
2024
Q3 | $380K | Hold |
2,135
| – | – | 0.09% | 127 |
|
|
2024
Q2 | $323K | Sell |
2,135
-1
| -0% | -$146 | 0.07% | 139 |
|
|
2024
Q1 | $311K | Sell |
2,136
-110
| -5% | -$15.2K | 0.07% | 144 |
|
|
2023
Q4 | $308K | Sell |
2,246
-23
| -1% | -$2.89K | 0.08% | 141 |
|
|
2023
Q3 | $287K | Sell |
2,269
-153
| -6% | -$20K | 0.08% | 165 |
|
|
2023
Q2 | $300K | Sell |
2,422
-25
| -1% | -$3.02K | 0.08% | 170 |
|
|
2023
Q1 | $293K | Sell |
2,447
-52
| -2% | -$7.55K | 0.09% | 165 |
|
|
2022
Q4 | $362K | Sell |
2,499
-2,766
| -53% | -$455K | 0.11% | 148 |
|
|
2022
Q3 | $928K | Buy |
5,265
+2,085
| +66% | +$369K | 0.3% | 76 |
|
|
2022
Q2 | $507K | Sell |
3,180
-37
| -1% | -$6.22K | 0.16% | 116 |
|
|
2022
Q1 | $545K | Buy |
3,217
+271
| +9% | +$47.8K | 0.14% | 130 |
|
|
2021
Q4 | $452K | Buy |
2,946
+77
| +3% | +$11.8K | 0.11% | 146 |
|
|
2021
Q3 | $429K | Hold |
2,869
| – | – | 0.11% | 146 |
|
|
2021
Q2 | $417K | Buy |
2,869
+224
| +8% | +$35K | 0.1% | 147 |
|
|
2021
Q1 | $401K | Buy |
2,645
+162
| +7% | +$23.9K | 0.11% | 132 |
|
|
2020
Q4 | $316K | Buy |
2,483
+93
| +4% | +$10.6K | 0.1% | 137 |
|
|
2020
Q3 | $220K | Buy |
+2,390
| New | +$244K | 0.08% | 156 |
|
|
2020
Q1 | – | Sell |
-1,734
| Closed | -$294K | – | 140 |
|
|
2019
Q4 | $294K | Buy |
+1,734
| New | +$281K | 0.13% | 127 |
|
Other funds holding MTB
VCM
VPM
