United Capital Financial 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 | $2.32M | Sell |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $991K | Sell |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $2.39M | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $822K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $513K | Buy |
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|
2018
Q4 | $453K | Buy |
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|
2018
Q3 | $498K | Sell |
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|
2018
Q2 | $523K | Buy |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $445K | Buy |
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|
2017
Q3 | $405K | Sell |
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|
2017
Q2 | $437K | Sell |
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|
2017
Q1 | $438K | Buy |
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|
2016
Q4 | $422K | Sell |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $315K | Buy |
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|
2016
Q1 | $278K | Sell |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $529K | Sell |
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|
2015
Q2 | $594K | Buy |
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|
2015
Q1 | $275K | Buy |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | $207K | Buy |
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