OneDigital Investment 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 | $664K | Sell |
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|
2025
Q2 | $668K | Buy |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $597K | Sell |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $728K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $721K | Buy |
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|
2022
Q4 | $859K | Buy |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q2 | $633K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $23K | Buy |
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