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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Sell |
6,082
-47
| -0.8% | -$10.1K | 0.07% | 157 |
|
|
2025
Q4 | $1.23M | Buy |
6,129
+546
| +10% | +$104K | 0.07% | 157 |
|
|
2025
Q3 | $1.1M | Buy |
5,583
+2,445
| +78% | +$480K | 0.06% | 157 |
|
|
2025
Q2 | $609K | Buy |
3,138
+477
| +18% | +$84.2K | 0.04% | 215 |
|
|
2025
Q1 | $476K | Hold |
2,661
| – | – | 0.03% | 231 |
|
|
2024
Q4 | $500K | Hold |
2,661
| – | – | 0.04% | 222 |
|
|
2024
Q3 | $474K | Hold |
2,661
| – | – | 0.03% | 233 |
|
|
2024
Q2 | $403K | Hold |
2,661
| – | – | 0.03% | 245 |
|
|
2024
Q1 | $387K | Hold |
2,661
| – | – | 0.03% | 248 |
|
|
2023
Q4 | $365K | Sell |
2,661
-87
| -3% | -$10.9K | 0.03% | 249 |
|
|
2023
Q3 | $347K | Buy |
2,748
+76
| +3% | +$9.91K | 0.03% | 241 |
|
|
2023
Q2 | $331K | Sell |
2,672
-92
| -3% | -$11.1K | 0.03% | 250 |
|
|
2023
Q1 | $331K | Sell |
2,764
-550
| -17% | -$79.8K | 0.04% | 244 |
|
|
2022
Q4 | $481K | Sell |
3,314
-9
| -0.3% | -$1.48K | 0.05% | 196 |
|
|
2022
Q3 | $586 | Buy |
3,323
+12
| +0.4% | +$2.12K | 0.06% | 166 |
|
|
2022
Q2 | $528K | Buy |
3,311
+703
| +27% | +$118K | 0.06% | 189 |
|
|
2022
Q1 | $442K | Sell |
2,608
-190
| -7% | -$33.5K | 0.05% | 214 |
|
|
2021
Q4 | $430K | Sell |
2,798
-200
| -7% | -$30.7K | 0.05% | 223 |
|
|
2021
Q3 | $448K | Hold |
2,998
| – | – | 0.05% | 210 |
|
|
2021
Q2 | $436K | Hold |
2,998
| – | – | 0.05% | 214 |
|
|
2021
Q1 | $455K | Hold |
2,998
| – | – | 0.05% | 202 |
|
|
2020
Q4 | $382K | Buy |
+2,998
| New | +$341K | 0.05% | 202 |
|
|
2020
Q3 | – | Sell |
-1,751
| Closed | -$182K | – | 328 |
|
|
2020
Q2 | $182K | Buy |
+1,751
| New | +$185K | 0.05% | 158 |
|
|
2020
Q1 | – | Sell |
-1,751
| Closed | -$297K | – | 156 |
|
|
2019
Q4 | $297K | Hold |
1,751
| – | – | 0.09% | 128 |
|
|
2019
Q3 | $277K | Hold |
1,751
| – | – | 0.1% | 132 |
|
|
2019
Q2 | $298K | Hold |
1,751
| – | – | 0.15% | 107 |
|
|
2019
Q1 | $275K | Hold |
1,751
| – | – | 0.16% | 105 |
|
|
2018
Q4 | $251K | Buy |
+1,751
| New | +$280K | 0.21% | 95 |
|
Other funds holding MTB
VCM
VPM
