Kestra Private Wealth Services’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 | $361K | Sell |
|
|||||
|
2025
Q2 | $358K | Buy |
|
|||||
|
2025
Q1 | $304K | Sell |
|
|||||
|
2024
Q4 | $461K | Buy |
|
|||||
|
2024
Q3 | $252K | Sell |
|
|||||
|
2024
Q2 | $326K | Sell |
|
|||||
|
2024
Q1 | $331K | Sell |
|
|||||
|
2023
Q4 | $1.38M | Sell |
|
|||||
|
2023
Q3 | $2.66M | Buy |
|
|||||
|
2023
Q2 | $2.46M | Buy |
|
|||||
|
2023
Q1 | $2.14M | Buy |
|
|||||
|
2022
Q4 | $1.91M | Sell |
|
|||||
|
2022
Q3 | $2.66M | Buy |
|
|||||
|
2022
Q2 | $2.23M | Buy |
|