Principle Wealth Partners’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 | $1.1M | Buy |
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|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $586 | Buy |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $182K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $251K | Buy |
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