LA
LVW Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,010
+508
| +34% | +$98.5K | 0.04% | 220 |
|
|
2025
Q1 | $268K | Buy |
1,502
+38
| +3% | +$6.79K | 0.03% | 255 |
|
|
2024
Q4 | $275K | Buy |
1,464
+7
| +0.5% | +$1.32K | 0.03% | 262 |
|
|
2024
Q3 | $260K | Buy |
+1,457
| New | +$260K | 0.03% | 266 |
|
|
2020
Q2 | – | Sell |
-1,949
| Closed | -$202K | – | 204 |
|
|
2020
Q1 | $202K | Hold |
1,949
| – | – | 0.05% | 153 |
|
|
2019
Q4 | $331K | Hold |
1,949
| – | – | 0.07% | 137 |
|
|
2019
Q3 | $308K | Hold |
1,949
| – | – | 0.08% | 129 |
|
|
2019
Q2 | $331K | Hold |
1,949
| – | – | 0.09% | 113 |
|
|
2019
Q1 | $306K | Sell |
1,949
-150
| -7% | -$23.6K | 0.08% | 145 |
|
|
2018
Q4 | $300K | Sell |
2,099
-24
| -1% | -$3.43K | 0.1% | 120 |
|
|
2018
Q3 | $349K | Buy |
2,123
+24
| +1% | +$3.95K | 0.1% | 119 |
|
|
2018
Q2 | $357K | Sell |
2,099
-564
| -21% | -$95.9K | 0.11% | 105 |
|
|
2018
Q1 | $491K | Buy |
2,663
+10
| +0.4% | +$1.84K | 0.15% | 87 |
|
|
2017
Q4 | $454K | Hold |
2,653
| – | – | 0.13% | 92 |
|
|
2017
Q3 | $427K | Sell |
2,653
-643
| -20% | -$103K | 0.17% | 96 |
|
|
2017
Q2 | $556K | Sell |
3,296
-2
| -0.1% | -$337 | 0.2% | 61 |
|
|
2017
Q1 | $532K | Buy |
3,298
+25
| +0.8% | +$4.03K | 0.19% | 69 |
|
|
2016
Q4 | $512K | Hold |
3,273
| – | – | 0.18% | 74 |
|
|
2016
Q3 | $380K | Sell |
3,273
-25
| -0.8% | -$2.9K | 0.12% | 88 |
|
|
2016
Q2 | $413K | Buy |
3,298
+20
| +0.6% | +$2.51K | 0.16% | 71 |
|
|
2016
Q1 | $364K | Sell |
3,278
-28
| -0.8% | -$3.11K | 0.12% | 94 |
|
|
2015
Q4 | $424K | Buy |
3,306
+830
| +34% | +$106K | 0.17% | 84 |
|
|
2015
Q3 | $302K | Hold |
2,476
| – | – | 0.14% | 106 |
|
|
2015
Q2 | $309K | Sell |
2,476
-196
| -7% | -$24.5K | 0.13% | 108 |
|
|
2015
Q1 | $339K | Hold |
2,672
| – | – | 0.16% | 102 |
|
|
2014
Q4 | $336K | Buy |
+2,672
| New | +$336K | 0.19% | 109 |
|