Pure Financial Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
4,371
+129
| +3% | +$25K | 0.01% | 217 |
|
2025
Q1 | $758K | Buy |
4,242
+26
| +0.6% | +$4.65K | 0.02% | 192 |
|
2024
Q4 | $793K | Sell |
4,216
-1
| -0% | -$188 | 0.02% | 176 |
|
2024
Q3 | $751K | Buy |
4,217
+7
| +0.2% | +$1.25K | 0.02% | 175 |
|
2024
Q2 | $637K | Buy |
4,210
+7
| +0.2% | +$1.06K | 0.02% | 178 |
|
2024
Q1 | $611K | Sell |
4,203
-39
| -0.9% | -$5.67K | 0.02% | 175 |
|
2023
Q4 | $581K | Buy |
+4,242
| New | +$581K | 0.02% | 176 |
|