JFS Wealth Advisors’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 | $211K | Buy |
1,085
+23
| +2% | +$4.46K | 0.01% | 298 |
|
|
2025
Q1 | $190K | Buy |
1,062
+19
| +2% | +$3.4K | 0.01% | 308 |
|
|
2024
Q4 | $196K | Buy |
1,043
+17
| +2% | +$3.2K | 0.01% | 290 |
|
|
2024
Q3 | $183K | Buy |
1,026
+8
| +0.8% | +$1.43K | 0.01% | 297 |
|
|
2024
Q2 | $154K | Buy |
1,018
+8
| +0.8% | +$1.21K | 0.01% | 268 |
|
|
2024
Q1 | $147K | Sell |
1,010
-8
| -0.8% | -$1.16K | 0.01% | 270 |
|
|
2023
Q4 | $140K | Sell |
1,018
-8
| -0.8% | -$1.1K | 0.01% | 263 |
|
|
2023
Q3 | $130K | Buy |
1,026
+10
| +1% | +$1.27K | 0.01% | 258 |
|
|
2023
Q2 | $126K | Sell |
1,016
-12
| -1% | -$1.49K | 0.01% | 252 |
|
|
2023
Q1 | $123K | Buy |
1,028
+9
| +0.9% | +$1.08K | 0.01% | 253 |
|
|
2022
Q4 | $148K | Sell |
1,019
-9
| -0.9% | -$1.31K | 0.01% | 240 |
|
|
2022
Q3 | $181K | Buy |
1,028
+8
| +0.8% | +$1.41K | 0.02% | 224 |
|
|
2022
Q2 | $163K | Buy |
1,020
+2
| +0.2% | +$320 | 0.02% | 238 |
|
|
2022
Q1 | $173K | Buy |
1,018
+93
| +10% | +$15.8K | 0.02% | 240 |
|
|
2021
Q4 | $142K | Buy |
925
+15
| +2% | +$2.3K | 0.01% | 262 |
|
|
2021
Q3 | $136K | Sell |
910
-142
| -13% | -$21.2K | 0.01% | 264 |
|
|
2021
Q2 | $153K | Buy |
1,052
+1
| +0.1% | +$145 | 0.02% | 186 |
|
|
2021
Q1 | $159K | Buy |
1,051
+1
| +0.1% | +$151 | 0.03% | 158 |
|
|
2020
Q4 | $134K | Buy |
1,050
+1
| +0.1% | +$128 | 0.03% | 171 |
|
|
2020
Q3 | $97K | Buy |
1,049
+141
| +16% | +$13K | 0.02% | 179 |
|
|
2020
Q2 | $94K | Hold |
908
| – | – | 0.02% | 187 |
|
|
2020
Q1 | $94K | Hold |
908
| – | – | 0.03% | 177 |
|
|
2019
Q4 | $154K | Sell |
908
-700
| -44% | -$119K | 0.04% | 155 |
|
|
2019
Q3 | $254K | Hold |
1,608
| – | – | 0.06% | 123 |
|
|
2019
Q2 | $273K | Sell |
1,608
-200
| -11% | -$34K | 0.07% | 120 |
|
|
2019
Q1 | $284K | Hold |
1,808
| – | – | 0.07% | 118 |
|
|
2018
Q4 | $259K | Hold |
1,808
| – | – | 0.07% | 121 |
|
|
2018
Q3 | $297K | Hold |
1,808
| – | – | 0.08% | 119 |
|
|
2018
Q2 | $308K | Hold |
1,808
| – | – | 0.08% | 110 |
|
|
2018
Q1 | $333K | Buy |
1,808
+64
| +4% | +$11.8K | 0.09% | 108 |
|
|
2017
Q4 | $298K | Hold |
1,744
| – | – | 0.07% | 112 |
|
|
2017
Q3 | $281K | Hold |
1,744
| – | – | 0.07% | 111 |
|
|
2017
Q2 | $282K | Hold |
1,744
| – | – | 0.08% | 100 |
|
|
2017
Q1 | $273K | Hold |
1,744
| – | – | 0.07% | 108 |
|
|
2016
Q4 | $273K | Hold |
1,744
| – | – | 0.07% | 108 |
|
|
2016
Q3 | $202K | Sell |
1,744
-600
| -26% | -$69.5K | 0.06% | 127 |
|
|
2016
Q2 | $277K | Hold |
2,344
| – | – | 0.08% | 133 |
|
|
2016
Q1 | $260K | Hold |
2,344
| – | – | 0.08% | 112 |
|
|
2015
Q4 | $284K | Buy |
2,344
+144
| +7% | +$17.4K | 0.08% | 113 |
|
|
2015
Q3 | $268K | Buy |
2,200
+2,108
| +2,291% | +$257K | 0.12% | 87 |
|
|
2015
Q2 | $11K | Hold |
92
| – | – | 0.01% | 356 |
|
|
2015
Q1 | $12K | Sell |
92
-1
| -1% | -$130 | 0.01% | 341 |
|
|
2014
Q4 | $12K | Hold |
93
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $11K | Hold |
93
| – | – | ﹤0.01% | 329 |
|
|
2014
Q2 | $12K | Buy |
+93
| New | +$12K | ﹤0.01% | 314 |
|