Valeo Financial Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
2,311
+613
| +36% | +$119K | 0.01% | 481 |
|
|
2025
Q1 | $304K | Buy |
1,698
+120
| +8% | +$21.5K | 0.01% | 529 |
|
|
2024
Q4 | $297K | Buy |
+1,578
| New | +$297K | 0.01% | 532 |
|
|
2020
Q3 | – | Sell |
-90
| Closed | -$9K | – | 1876 |
|
|
2020
Q2 | $9K | Buy |
90
+74
| +463% | +$7.4K | ﹤0.01% | 1255 |
|
|
2020
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q4 | $3K | Sell |
16
-12
| -43% | -$2.25K | ﹤0.01% | 1388 |
|
|
2019
Q3 | $4K | Buy |
28
+12
| +75% | +$1.71K | ﹤0.01% | 1241 |
|
|
2019
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 1286 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q2 | $3K | Sell |
16
-5
| -24% | -$938 | ﹤0.01% | 1256 |
|
|
2018
Q1 | $4K | Sell |
21
-6
| -22% | -$1.14K | ﹤0.01% | 1196 |
|
|
2017
Q4 | $5K | Buy |
27
+17
| +170% | +$3.15K | ﹤0.01% | 1013 |
|
|
2017
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1025 |
|