Valley Wealth Managers’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 | $2.72K | Buy |
+14
| New | +$2.72K | ﹤0.01% | 270 |
|
|
2023
Q3 | – | Sell |
-125
| Closed | -$15.5K | – | 389 |
|
|
2023
Q2 | $15.5K | Hold |
125
| – | – | ﹤0.01% | 258 |
|
|
2023
Q1 | $14.9K | Hold |
125
| – | – | ﹤0.01% | 268 |
|
|
2022
Q4 | $18.1K | Hold |
125
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $22K | Hold |
125
| – | – | ﹤0.01% | 283 |
|
|
2022
Q2 | $20K | Buy |
+125
| New | +$20K | ﹤0.01% | 295 |
|
|
2020
Q4 | – | Sell |
-84,768
| Closed | -$7.81M | – | 164 |
|
|
2020
Q3 | $7.81M | Sell |
84,768
-20,879
| -20% | -$1.92M | 0.86% | 46 |
|
|
2020
Q2 | $11M | Buy |
105,647
+4,066
| +4% | +$423K | 1.23% | 39 |
|
|
2020
Q1 | $10.5M | Buy |
+101,581
| New | +$10.5M | 1.36% | 33 |
|
|
2017
Q2 | – | Sell |
-36
| Closed | -$6K | – | 159 |
|
|
2017
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 184 |
|
|
2016
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 189 |
|
|
2016
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 188 |
|
|
2016
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 193 |
|