SOA 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 | $72K | Buy |
348
+2
| +0.6% | +$430 | 0.01% | 311 |
|
|
2025
Q4 | $69.7K | Buy |
346
+2
| +0.6% | +$382 | 0.01% | 318 |
|
|
2025
Q3 | $68K | Buy |
344
+2
| +0.6% | +$392 | 0.01% | 337 |
|
|
2025
Q2 | $66.3K | Buy |
342
+2
| +0.6% | +$353 | 0.01% | 320 |
|
|
2025
Q1 | $60.8K | Buy |
340
+2
| +0.6% | +$379 | 0.01% | 316 |
|
|
2024
Q4 | $63.5K | Buy |
338
+2
| +0.6% | +$398 | 0.01% | 303 |
|
|
2024
Q3 | $59.8K | Buy |
336
+2
| +0.6% | +$332 | 0.01% | 297 |
|
|
2024
Q2 | $50.5K | Buy |
334
+1
| +0.3% | +$146 | 0.01% | 304 |
|
|
2024
Q1 | $48.4K | Buy |
333
+1
| +0.3% | +$139 | 0.01% | 307 |
|
|
2023
Q4 | $45.4K | Buy |
332
+2
| +0.6% | +$251 | 0.01% | 305 |
|
|
2023
Q3 | $41.8K | Buy |
330
+1
| +0.3% | +$130 | 0.01% | 306 |
|
|
2023
Q2 | $40.8K | Buy |
329
+1
| +0.3% | +$121 | 0.01% | 319 |
|
|
2023
Q1 | $39.2K | Buy |
328
+1
| +0.3% | +$145 | 0.01% | 315 |
|
|
2022
Q4 | $47.5K | Sell |
327
-3
| -0.9% | -$493 | 0.01% | 285 |
|
|
2022
Q3 | $58K | Buy |
330
+7
| +2% | +$1.24K | 0.02% | 247 |
|
|
2022
Q2 | $51K | Sell |
323
-8
| -2% | -$1.34K | 0.02% | 261 |
|
|
2022
Q1 | $56K | Buy |
331
+1
| +0.3% | +$176 | 0.01% | 293 |
|
|
2021
Q4 | $50K | Buy |
330
+1
| +0.3% | +$154 | 0.01% | 298 |
|
|
2021
Q3 | $49K | Buy |
329
+24
| +8% | +$3.33K | 0.01% | 307 |
|
|
2021
Q2 | $44K | Sell |
305
-27
| -8% | -$4.22K | 0.01% | 320 |
|
|
2021
Q1 | $50K | Sell |
332
-3
| -0.9% | -$442 | 0.01% | 271 |
|
|
2020
Q4 | $48K | Buy |
+335
| New | +$38.1K | 0.01% | 270 |
|
Other funds holding MTB
VCM
VPM
