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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $422K | Hold |
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|
2025
Q2 | $414K | Hold |
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|
2025
Q1 | $382K | Hold |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $429K | Hold |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Buy |
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