LA
Legacy Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,896
| Closed | -$339K | – | 266 |
|
|
2025
Q1 | $339K | Buy |
1,896
+2
| +0.1% | +$358 | 0.03% | 306 |
|
|
2024
Q4 | $356K | Buy |
1,894
+343
| +22% | +$64.5K | 0.03% | 290 |
|
|
2024
Q3 | $276K | Sell |
1,551
-9
| -0.6% | -$1.6K | 0.03% | 307 |
|
|
2024
Q2 | $236K | Sell |
1,560
-6
| -0.4% | -$908 | 0.03% | 290 |
|
|
2024
Q1 | $230K | Buy |
1,566
+37
| +2% | +$5.43K | 0.03% | 283 |
|
|
2023
Q4 | $210K | Buy |
+1,529
| New | +$210K | 0.03% | 291 |
|
|
2019
Q3 | – | Sell |
-420
| Closed | -$71K | – | 251 |
|
|
2019
Q2 | $71K | Hold |
420
| – | – | 0.05% | 184 |
|
|
2019
Q1 | $66K | Buy |
+420
| New | +$66K | 0.02% | 193 |
|
|
2018
Q4 | – | Sell |
-420
| Closed | -$69K | – | 293 |
|
|
2018
Q3 | $69K | Hold |
420
| – | – | 0.03% | 203 |
|
|
2018
Q2 | $71K | Hold |
420
| – | – | 0.05% | 162 |
|
|
2018
Q1 | $77K | Hold |
420
| – | – | 0.06% | 131 |
|
|
2017
Q4 | $71K | Buy |
420
+35
| +9% | +$5.92K | 0.07% | 105 |
|
|
2017
Q3 | $62K | Hold |
385
| – | – | 0.07% | 98 |
|
|
2017
Q2 | $62K | Buy |
+385
| New | +$62K | 0.08% | 88 |
|