Regent Peak Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $174K | Buy |
|