Regent Peak Wealth 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
Q1 | $221K | Sell |
1,237
-19
| -2% | -$3.4K | 0.05% | 153 |
|
|
2024
Q4 | $236K | Buy |
1,256
+15
| +1% | +$2.82K | 0.05% | 145 |
|
|
2024
Q3 | $221K | Buy |
+1,241
| New | +$221K | 0.05% | 158 |
|
|
2022
Q4 | – | Sell |
-1,353
| Closed | -$238K | – | 162 |
|
|
2022
Q3 | $238K | Buy |
1,353
+13
| +1% | +$2.29K | 0.08% | 130 |
|
|
2022
Q2 | $213K | Buy |
1,340
+57
| +4% | +$9.06K | 0.07% | 147 |
|
|
2022
Q1 | $217K | Buy |
+1,283
| New | +$217K | 0.06% | 154 |
|
|
2021
Q4 | – | Sell |
-1,379
| Closed | -$206K | – | 172 |
|
|
2021
Q3 | $206K | Buy |
+1,379
| New | +$206K | 0.06% | 160 |
|
|
2021
Q2 | – | Sell |
-1,365
| Closed | -$206K | – | 171 |
|
|
2021
Q1 | $206K | Buy |
1,365
+1
| +0.1% | +$151 | 0.07% | 151 |
|
|
2020
Q4 | $174K | Buy |
+1,364
| New | +$174K | 0.06% | 151 |
|