RKL Wealth Management’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 | $909K | Buy |
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|
2025
Q2 | $889K | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $857K | Buy |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $616K | Hold |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $470K | Hold |
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|
2019
Q3 | $437K | Hold |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $529K | Sell |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $585K | Sell |
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|
2018
Q2 | $608K | Sell |
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|
2018
Q1 | $675K | Sell |
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|
2017
Q4 | $694K | Hold |
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|
2017
Q3 | $655K | Hold |
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|
2017
Q2 | $658K | Buy |
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|
2017
Q1 | $582K | Sell |
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|
2016
Q4 | $671K | Sell |
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|
2016
Q3 | $518K | Hold |
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|
2016
Q2 | $531K | Buy |
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|
2016
Q1 | $256K | Hold |
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|
2015
Q4 | $279 | Sell |
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|
2015
Q3 | $281K | Buy |
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|
2015
Q2 | $288K | Hold |
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|
2015
Q1 | $293K | Buy |
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|
2014
Q4 | $276K | Hold |
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|
2014
Q3 | $270K | Hold |
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|
2014
Q2 | $272K | Hold |
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|
2014
Q1 | $266K | Buy |
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