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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $675K | Buy |
3,266
+1,106
| +51% | +$238K | 0.07% | 159 |
|
|
2025
Q4 | $435K | Buy |
2,160
+8
| +0.4% | +$1.53K | 0.04% | 215 |
|
|
2025
Q3 | $425K | Buy |
2,152
+142
| +7% | +$27.9K | 0.04% | 222 |
|
|
2025
Q2 | $390K | Buy |
2,010
+508
| +34% | +$89.6K | 0.04% | 223 |
|
|
2025
Q1 | $268K | Buy |
1,502
+38
| +3% | +$7.21K | 0.03% | 256 |
|
|
2024
Q4 | $275K | Buy |
1,464
+7
| +0.5% | +$1.39K | 0.03% | 265 |
|
|
2024
Q3 | $260K | Buy |
+1,457
| New | +$242K | 0.03% | 267 |
|
|
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% | -$24.6K | 0.08% | 145 |
|
|
2018
Q4 | $300K | Sell |
2,099
-24
| -1% | -$3.84K | 0.1% | 120 |
|
|
2018
Q3 | $349K | Buy |
2,123
+24
| +1% | +$4.16K | 0.1% | 119 |
|
|
2018
Q2 | $357K | Sell |
2,099
-564
| -21% | -$101K | 0.11% | 105 |
|
|
2018
Q1 | $491K | Buy |
2,663
+10
| +0.4% | +$1.86K | 0.15% | 87 |
|
|
2017
Q4 | $454K | Hold |
2,653
| – | – | 0.13% | 92 |
|
|
2017
Q3 | $427K | Sell |
2,653
-643
| -20% | -$101K | 0.17% | 96 |
|
|
2017
Q2 | $556K | Sell |
3,296
-2
| -0.1% | -$316 | 0.2% | 61 |
|
|
2017
Q1 | $532K | Buy |
3,298
+25
| +0.8% | +$4.05K | 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% | +$2.32K | 0.16% | 71 |
|
|
2016
Q1 | $364K | Sell |
3,278
-28
| -0.8% | -$3.04K | 0.12% | 94 |
|
|
2015
Q4 | $424K | Buy |
3,306
+830
| +34% | +$101K | 0.17% | 84 |
|
|
2015
Q3 | $302K | Hold |
2,476
| – | – | 0.14% | 106 |
|
|
2015
Q2 | $309K | Sell |
2,476
-196
| -7% | -$24.1K | 0.13% | 108 |
|
|
2015
Q1 | $339K | Hold |
2,672
| – | – | 0.16% | 102 |
|
|
2014
Q4 | $336K | Buy |
+2,672
| New | +$328K | 0.19% | 109 |
|
Other funds holding MTB
VCM
VPM
