LVW 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 | $425K | Buy |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $331K | Hold |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $491K | Buy |
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|
2017
Q4 | $454K | Hold |
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|
2017
Q3 | $427K | Sell |
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|
2017
Q2 | $556K | Sell |
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|
2017
Q1 | $532K | Buy |
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|
2016
Q4 | $512K | Hold |
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|
2016
Q3 | $380K | Sell |
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|
2016
Q2 | $413K | Buy |
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|
2016
Q1 | $364K | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $302K | Hold |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $339K | Hold |
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|
2014
Q4 | $336K | Buy |
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