River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $441K | Sell |
2,133
-95
| -4% | -$20.4K | 0.05% | 159 |
|
|
2025
Q4 | $449K | Sell |
2,228
-70
| -3% | -$13.4K | 0.05% | 159 |
|
|
2025
Q3 | $454K | Sell |
2,298
-155
| -6% | -$30.4K | 0.05% | 160 |
|
|
2025
Q2 | $476K | Sell |
2,453
-51
| -2% | -$9K | 0.06% | 154 |
|
|
2025
Q1 | $448K | Sell |
2,504
-161
| -6% | -$30.5K | 0.06% | 153 |
|
|
2024
Q4 | $501K | Sell |
2,665
-90
| -3% | -$17.9K | 0.07% | 151 |
|
|
2024
Q3 | $491K | Sell |
2,755
-87
| -3% | -$14.4K | 0.07% | 148 |
|
|
2024
Q2 | $430K | Hold |
2,842
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $413K | Sell |
2,842
-375
| -12% | -$52K | 0.06% | 148 |
|
|
2023
Q4 | $441K | Sell |
3,217
-369
| -10% | -$46.4K | 0.07% | 147 |
|
|
2023
Q3 | $453K | Buy |
3,586
+271
| +8% | +$35.3K | 0.08% | 144 |
|
|
2023
Q2 | $410K | Sell |
3,315
-40
| -1% | -$4.84K | 0.07% | 159 |
|
|
2023
Q1 | $401K | Sell |
3,355
-157
| -4% | -$22.8K | 0.07% | 159 |
|
|
2022
Q4 | $509K | Hold |
3,512
| – | – | 0.1% | 145 |
|
|
2022
Q3 | $619K | Sell |
3,512
-409
| -10% | -$72.4K | 0.13% | 126 |
|
|
2022
Q2 | $625K | Hold |
3,921
| – | – | 0.12% | 130 |
|
|
2022
Q1 | $665K | Buy |
3,921
+60
| +2% | +$10.6K | 0.11% | 135 |
|
|
2021
Q4 | $593K | Sell |
3,861
-74
| -2% | -$11.4K | 0.09% | 145 |
|
|
2021
Q3 | $588K | Sell |
3,935
-120
| -3% | -$16.6K | 0.1% | 139 |
|
|
2021
Q2 | $589K | Sell |
4,055
-15
| -0.4% | -$2.34K | 0.1% | 137 |
|
|
2021
Q1 | $617K | Sell |
4,070
-105
| -3% | -$15.5K | 0.12% | 134 |
|
|
2020
Q4 | $531K | Hold |
4,175
| – | – | 0.11% | 136 |
|
|
2020
Q3 | $384K | Sell |
4,175
-500
| -11% | -$51.1K | 0.1% | 149 |
|
|
2020
Q2 | $486K | Sell |
4,675
-55
| -1% | -$5.81K | 0.15% | 122 |
|
|
2020
Q1 | $489K | Buy |
4,730
+511
| +12% | +$75.2K | 0.2% | 108 |
|
|
2019
Q4 | $716K | Buy |
4,219
+244
| +6% | +$39.6K | 0.24% | 97 |
|
|
2019
Q3 | $628K | Sell |
3,975
-65
| -2% | -$10.2K | 0.24% | 96 |
|
|
2019
Q2 | $687K | Sell |
4,040
-12
| -0.3% | -$1.99K | 0.27% | 94 |
|
|
2019
Q1 | $636K | Buy |
4,052
+12
| +0.3% | +$1.97K | 0.27% | 98 |
|
|
2018
Q4 | $578K | Sell |
4,040
-1,179
| -23% | -$188K | 0.26% | 93 |
|
|
2018
Q3 | $859K | Sell |
5,219
-50
| -0.9% | -$8.68K | 0.32% | 90 |
|
|
2018
Q2 | $896K | Sell |
5,269
-35
| -0.7% | -$6.27K | 0.35% | 87 |
|
|
2018
Q1 | $978K | Hold |
5,304
| – | – | 0.41% | 83 |
|
|
2017
Q4 | $907K | Sell |
5,304
-150
| -3% | -$24.9K | 0.38% | 90 |
|
|
2017
Q3 | $878K | Buy |
5,454
+65
| +1% | +$10.2K | 0.4% | 89 |
|
|
2017
Q2 | $873K | Hold |
5,389
| – | – | 0.41% | 86 |
|
|
2017
Q1 | $834K | Sell |
5,389
-1,062
| -16% | -$172K | 0.4% | 86 |
|
|
2016
Q4 | $1.01M | Sell |
6,451
-150
| -2% | -$20.3K | 0.51% | 74 |
|
|
2016
Q3 | $766K | Sell |
6,601
-370
| -5% | -$43K | 0.42% | 82 |
|
|
2016
Q2 | $824K | Buy |
6,971
+3
| +0% | +$348 | 0.47% | 75 |
|
|
2016
Q1 | $773K | Buy |
6,968
+228
| +3% | +$24.7K | 0.46% | 80 |
|
|
2015
Q4 | $817K | Sell |
6,740
-159
| -2% | -$19.4K | 0.52% | 70 |
|
|
2015
Q3 | $841K | Buy |
6,899
+3
| +0% | +$375 | 0.58% | 62 |
|
|
2015
Q2 | $862K | Sell |
6,896
-113
| -2% | -$13.9K | 0.55% | 69 |
|
|
2015
Q1 | $890K | Buy |
+7,009
| New | +$849K | 0.55% | 70 |
|
Other funds holding MTB
VCM
VPM
