Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.15M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $437K | Sell |
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|
2018
Q3 | $522K | Buy |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $36K | Buy |
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