SOA Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3K | Buy |
342
+2
| +0.6% | +$388 | 0.01% | 320 |
|
|
2025
Q1 | $60.8K | Buy |
340
+2
| +0.6% | +$358 | 0.01% | 316 |
|
|
2024
Q4 | $63.5K | Buy |
338
+2
| +0.6% | +$376 | 0.01% | 303 |
|
|
2024
Q3 | $59.8K | Buy |
336
+2
| +0.6% | +$356 | 0.01% | 297 |
|
|
2024
Q2 | $50.5K | Buy |
334
+1
| +0.3% | +$151 | 0.01% | 304 |
|
|
2024
Q1 | $48.4K | Buy |
333
+1
| +0.3% | +$145 | 0.01% | 307 |
|
|
2023
Q4 | $45.4K | Buy |
332
+2
| +0.6% | +$274 | 0.01% | 305 |
|
|
2023
Q3 | $41.8K | Buy |
330
+1
| +0.3% | +$127 | 0.01% | 306 |
|
|
2023
Q2 | $40.8K | Buy |
329
+1
| +0.3% | +$124 | 0.01% | 319 |
|
|
2023
Q1 | $39.2K | Buy |
328
+1
| +0.3% | +$120 | 0.01% | 315 |
|
|
2022
Q4 | $47.5K | Sell |
327
-3
| -0.9% | -$436 | 0.01% | 285 |
|
|
2022
Q3 | $58K | Buy |
330
+7
| +2% | +$1.23K | 0.02% | 247 |
|
|
2022
Q2 | $51K | Sell |
323
-8
| -2% | -$1.26K | 0.02% | 261 |
|
|
2022
Q1 | $56K | Buy |
331
+1
| +0.3% | +$169 | 0.01% | 293 |
|
|
2021
Q4 | $50K | Buy |
330
+1
| +0.3% | +$152 | 0.01% | 298 |
|
|
2021
Q3 | $49K | Buy |
329
+24
| +8% | +$3.57K | 0.01% | 307 |
|
|
2021
Q2 | $44K | Sell |
305
-27
| -8% | -$3.9K | 0.01% | 320 |
|
|
2021
Q1 | $50K | Sell |
332
-3
| -0.9% | -$452 | 0.01% | 271 |
|
|
2020
Q4 | $48K | Buy |
+335
| New | +$48K | 0.01% | 270 |
|