Valmark Advisers’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 | $465K | Buy |
2,395
+530
| +28% | +$103K | 0.01% | 453 |
|
|
2025
Q1 | $333K | Sell |
1,865
-25
| -1% | -$4.47K | 0.01% | 493 |
|
|
2024
Q4 | $355K | Buy |
1,890
+41
| +2% | +$7.71K | 0.01% | 476 |
|
|
2024
Q3 | $329K | Sell |
1,849
-25
| -1% | -$4.45K | 0.01% | 481 |
|
|
2024
Q2 | $284K | Sell |
1,874
-69
| -4% | -$10.4K | ﹤0.01% | 482 |
|
|
2024
Q1 | $283K | Sell |
1,943
-48
| -2% | -$6.98K | ﹤0.01% | 463 |
|
|
2023
Q4 | $273K | Sell |
1,991
-545
| -21% | -$74.7K | 0.01% | 439 |
|
|
2023
Q3 | $321K | Hold |
2,536
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $314K | Hold |
2,536
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $303K | Buy |
2,536
+13
| +0.5% | +$1.55K | 0.01% | 390 |
|
|
2022
Q4 | $366K | Buy |
2,523
+320
| +15% | +$46.4K | 0.01% | 345 |
|
|
2022
Q3 | $388K | Hold |
2,203
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $351K | Buy |
2,203
+207
| +10% | +$33K | 0.01% | 329 |
|
|
2022
Q1 | $338K | Sell |
1,996
-35
| -2% | -$5.93K | 0.01% | 352 |
|
|
2021
Q4 | $312K | Sell |
2,031
-3
| -0.1% | -$461 | 0.01% | 341 |
|
|
2021
Q3 | $304K | Sell |
2,034
-50
| -2% | -$7.47K | 0.01% | 318 |
|
|
2021
Q2 | $303K | Buy |
2,084
+110
| +6% | +$16K | 0.01% | 331 |
|
|
2021
Q1 | $299K | Buy |
1,974
+6
| +0.3% | +$909 | 0.01% | 323 |
|
|
2020
Q4 | $251K | Buy |
+1,968
| New | +$251K | 0.01% | 313 |
|