Sound View Wealth Advisors Group’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
Q2 | $310K | Sell |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $250K | Buy |
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