J.P. Morgan Private Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.6M | Sell |
20,554
-6,302
| -23% | -$797K | 0.01% | 663 |
|
|
2023
Q2 | $3.32M | Sell |
26,856
-29,551
| -52% | -$3.66M | 0.02% | 423 |
|
|
2023
Q1 | $6.74M | Buy |
56,407
+12,070
| +27% | +$1.44M | 0.01% | 524 |
|
|
2022
Q4 | $6.43M | Sell |
44,337
-13,276
| -23% | -$1.93M | 0.01% | 520 |
|
|
2022
Q3 | $10.2M | Sell |
57,613
-12,619
| -18% | -$2.22M | 0.03% | 398 |
|
|
2022
Q2 | $11.2M | Buy |
70,232
+42,581
| +154% | +$6.79M | 0.03% | 378 |
|
|
2022
Q1 | $4.69M | Buy |
27,651
+12,250
| +80% | +$2.08M | 0.01% | 634 |
|
|
2021
Q4 | $2.37M | Sell |
15,401
-211
| -1% | -$32.4K | 0.01% | 840 |
|
|
2021
Q3 | $2.33M | Buy |
15,612
+3,323
| +27% | +$496K | 0.01% | 839 |
|
|
2021
Q2 | $1.79M | Buy |
12,289
+3,799
| +45% | +$552K | ﹤0.01% | 926 |
|
|
2021
Q1 | $1.29M | Buy |
8,490
+1,152
| +16% | +$175K | ﹤0.01% | 930 |
|
|
2020
Q4 | $934K | Sell |
7,338
-1,600
| -18% | -$204K | ﹤0.01% | 1029 |
|
|
2020
Q3 | $823K | Buy |
8,938
+605
| +7% | +$55.7K | ﹤0.01% | 962 |
|
|
2020
Q2 | $866K | Buy |
8,333
+653
| +9% | +$67.9K | ﹤0.01% | 867 |
|
|
2020
Q1 | $794K | Buy |
7,680
+2,412
| +46% | +$249K | ﹤0.01% | 785 |
|
|
2019
Q4 | $894K | Buy |
5,268
+1,083
| +26% | +$184K | ﹤0.01% | 838 |
|
|
2019
Q3 | $661K | Buy |
4,185
+964
| +30% | +$152K | ﹤0.01% | 916 |
|
|
2019
Q2 | $548K | Sell |
3,221
-370
| -10% | -$62.9K | ﹤0.01% | 949 |
|
|
2019
Q1 | $564K | Buy |
3,591
+144
| +4% | +$22.6K | ﹤0.01% | 982 |
|
|
2018
Q4 | $493K | Sell |
3,447
-715
| -17% | -$102K | ﹤0.01% | 974 |
|
|
2018
Q3 | $685K | Sell |
4,162
-79
| -2% | -$13K | ﹤0.01% | 957 |
|
|
2018
Q2 | $722K | Buy |
4,241
+1,935
| +84% | +$329K | ﹤0.01% | 882 |
|
|
2018
Q1 | $426K | Sell |
2,306
-68
| -3% | -$12.6K | ﹤0.01% | 922 |
|
|
2017
Q4 | $406K | Buy |
2,374
+32
| +1% | +$5.47K | ﹤0.01% | 944 |
|
|
2017
Q3 | $377K | Buy |
2,342
+85
| +4% | +$13.7K | ﹤0.01% | 953 |
|
|
2017
Q2 | $365K | Buy |
2,257
+259
| +13% | +$41.9K | ﹤0.01% | 943 |
|
|
2017
Q1 | $309K | Buy |
1,998
+234
| +13% | +$36.2K | ﹤0.01% | 1052 |
|
|
2016
Q4 | $276K | Buy |
+1,764
| New | +$276K | ﹤0.01% | 1037 |
|
|
2016
Q3 | – | Sell |
-1,703
| Closed | -$201K | – | 1253 |
|
|
2016
Q2 | $201K | Buy |
+1,703
| New | +$201K | ﹤0.01% | 1157 |
|
|
2015
Q4 | – | Sell |
-1,957
| Closed | -$239K | – | 1192 |
|
|
2015
Q3 | $239K | Sell |
1,957
-4,262
| -69% | -$521K | ﹤0.01% | 868 |
|
|
2015
Q2 | $777K | Buy |
6,219
+755
| +14% | +$94.3K | 0.01% | 563 |
|
|
2015
Q1 | $694K | Sell |
5,464
-490
| -8% | -$62.2K | 0.01% | 619 |
|
|
2014
Q4 | $748K | Buy |
5,954
+2,443
| +70% | +$307K | 0.01% | 601 |
|
|
2014
Q3 | $433K | Buy |
+3,511
| New | +$433K | 0.01% | 739 |
|