Plante Moran Financial Advisors’s M&T Bank MTB Stock Holding History

Plante Moran Financial Advisors’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.1K	Sell	310 -320	-51%	-$62.1K	﹤0.01%	307
2025 Q1	$113K	Buy	630 +320	+103%	+$57.2K	0.01%	227
2024 Q4	$58.3K	Sell	310 -606	-66%	-$114K	﹤0.01%	324
2024 Q3	$163K	Buy	916 +606	+195%	+$108K	0.01%	202
2024 Q2	$46.9K	Hold	310	–	–	﹤0.01%	348
2024 Q1	$45.1K	Hold	310	–	–	﹤0.01%	367
2023 Q4	$42.5K	Hold	310	–	–	﹤0.01%	340
2023 Q3	$39.2K	Hold	310	–	–	﹤0.01%	325
2023 Q2	$38.4K	Hold	310	–	–	﹤0.01%	336
2023 Q1	$37.1K	Hold	310	–	–	0.01%	335
2022 Q4	$45K	Sell	310 -59	-16%	-$8.56K	0.01%	322
2022 Q3	$65K	Buy	369 +59	+19%	+$10.4K	0.01%	274
2022 Q2	$49K	Hold	310	–	–	0.01%	316
2022 Q1	$53K	Hold	310	–	–	0.01%	324
2021 Q4	$48K	Hold	310	–	–	0.01%	373
2021 Q3	$46K	Hold	310	–	–	0.01%	397
2021 Q2	$45K	Hold	310	–	–	0.01%	396
2021 Q1	$47K	Hold	310	–	–	0.01%	377
2020 Q4	$39K	Hold	310	–	–	0.01%	400
2020 Q3	$29K	Hold	310	–	–	0.01%	421
2020 Q2	$32K	Hold	310	–	–	0.01%	355
2020 Q1	$32K	Hold	310	–	–	0.01%	324
2019 Q4	$53K	Hold	310	–	–	0.02%	316
2019 Q3	$49K	Hold	310	–	–	0.01%	342
2019 Q2	$53K	Hold	310	–	–	0.02%	330
2019 Q1	$49K	Hold	310	–	–	0.02%	333
2018 Q4	$44K	Hold	310	–	–	0.02%	314
2018 Q3	$51K	Sell	310 -14	-4%	-$2.3K	0.02%	283
2018 Q2	$55K	Buy	324 +14	+5%	+$2.38K	0.03%	307
2018 Q1	$57K	Hold	310	–	–	0.03%	321
2017 Q4	$53K	Hold	310	–	–	0.03%	336
2017 Q3	$50K	Hold	310	–	–	0.03%	309
2017 Q2	$50K	Sell	310 -43	-12%	-$6.94K	0.03%	316
2017 Q1	$55K	Sell	353 -12	-3%	-$1.87K	0.03%	297
2016 Q4	$57K	Buy	365 +1	+0.3%	+$156	0.04%	303
2016 Q3	$42K	Buy	364 +30	+9%	+$3.46K	0.03%	355
2016 Q2	$39K	Buy	334 +24	+8%	+$2.8K	0.03%	328
2016 Q1	$34K	Hold	310	–	–	0.03%	316
2015 Q4	$38K	Hold	310	–	–	0.03%	340
2015 Q3	$38K	Sell	310 -36	-10%	-$4.41K	0.03%	303
2015 Q2	$43K	Sell	346 -13	-4%	-$1.62K	0.03%	320
2015 Q1	$46K	Hold	359	–	–	0.03%	298
2014 Q4	$45K	Hold	359	–	–	0.03%	293
2014 Q3	$44K	Buy	359 +13	+4%	+$1.59K	0.04%	279
2014 Q2	$43K	Buy	346 +36	+12%	+$4.47K	0.04%	255
2014 Q1	$38K	Hold	310	–	–	0.04%	193
2013 Q4	$36K	Hold	310	–	–	0.02%	282
2013 Q3	$35K	Hold	310	–	–	0.02%	227
2013 Q2	$35K	Buy	+310	New	+$35K	0.03%	197