Level Financial Advisors’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 | $334K | Sell |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $91.4K | Sell |
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|
2023
Q3 | $85.6K | Sell |
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|
2023
Q2 | $85.8K | Hold |
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|
2023
Q1 | $82.9K | Hold |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $110K | Sell |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $111K | Buy |
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