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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $510K | Sell |
2,468
-523
| -17% | -$113K | 0.01% | 943 |
|
|
2025
Q4 | $603K | Sell |
2,991
-368
| -11% | -$70.3K | 0.01% | 874 |
|
|
2025
Q3 | $664K | Sell |
3,359
-87
| -3% | -$17.1K | 0.01% | 817 |
|
|
2025
Q2 | $668K | Buy |
3,446
+12
| +0.3% | +$2.12K | 0.01% | 790 |
|
|
2025
Q1 | $614K | Buy |
3,434
+259
| +8% | +$49.1K | 0.01% | 781 |
|
|
2024
Q4 | $597K | Sell |
3,175
-858
| -21% | -$171K | 0.01% | 817 |
|
|
2024
Q3 | $718K | Sell |
4,033
-133
| -3% | -$22.1K | 0.01% | 784 |
|
|
2024
Q2 | $631K | Sell |
4,166
-3,560
| -46% | -$520K | 0.01% | 802 |
|
|
2024
Q1 | $1.12M | Buy |
7,726
+197
| +3% | +$27.3K | 0.02% | 472 |
|
|
2023
Q4 | $1.03M | Buy |
7,529
+1,770
| +31% | +$222K | 0.02% | 466 |
|
|
2023
Q3 | $728K | Buy |
5,759
+2,705
| +89% | +$353K | 0.02% | 521 |
|
|
2023
Q2 | $378K | Sell |
3,054
-2,980
| -49% | -$361K | 0.01% | 730 |
|
|
2023
Q1 | $721K | Buy |
6,034
+113
| +2% | +$16.4K | 0.02% | 495 |
|
|
2022
Q4 | $859K | Buy |
5,921
+286
| +5% | +$47K | 0.02% | 389 |
|
|
2022
Q3 | $994K | Buy |
5,635
+1,662
| +42% | +$294K | 0.04% | 294 |
|
|
2022
Q2 | $633K | Buy |
+3,973
| New | +$668K | 0.03% | 363 |
|
|
2019
Q3 | – | Sell |
-129
| Closed | -$22K | – | 941 |
|
|
2019
Q2 | $22K | Hold |
129
| – | – | ﹤0.01% | 783 |
|
|
2019
Q1 | $20K | Hold |
129
| – | – | ﹤0.01% | 728 |
|
|
2018
Q4 | $18K | Sell |
129
-13
| -9% | -$2.08K | ﹤0.01% | 721 |
|
|
2018
Q3 | $23K | Hold |
142
| – | – | 0.01% | 622 |
|
|
2018
Q2 | $24K | Hold |
142
| – | – | 0.01% | 746 |
|
|
2018
Q1 | $26K | Hold |
142
| – | – | 0.01% | 714 |
|
|
2017
Q4 | $24K | Hold |
142
| – | – | ﹤0.01% | 744 |
|
|
2017
Q3 | $23K | Hold |
142
| – | – | 0.01% | 597 |
|
|
2017
Q2 | $23K | Buy |
+142
| New | +$22.4K | 0.01% | 702 |
|
Other funds holding MTB
VCM
VPM
