Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Buy |
6,658
+4,252
| +177% | +$915K | 0.02% | 300 |
|
|
2025
Q4 | $485K | Buy |
2,406
+11
| +0.5% | +$2.1K | 0.01% | 450 |
|
|
2025
Q3 | $473K | Hold |
2,395
| – | – | 0.01% | 447 |
|
|
2025
Q2 | $465K | Buy |
2,395
+530
| +28% | +$93.5K | 0.01% | 454 |
|
|
2025
Q1 | $333K | Sell |
1,865
-25
| -1% | -$4.74K | 0.01% | 494 |
|
|
2024
Q4 | $355K | Buy |
1,890
+41
| +2% | +$8.15K | 0.01% | 477 |
|
|
2024
Q3 | $329K | Sell |
1,849
-25
| -1% | -$4.14K | 0.01% | 482 |
|
|
2024
Q2 | $284K | Sell |
1,874
-69
| -4% | -$10.1K | ﹤0.01% | 483 |
|
|
2024
Q1 | $283K | Sell |
1,943
-48
| -2% | -$6.65K | ﹤0.01% | 464 |
|
|
2023
Q4 | $273K | Sell |
1,991
-545
| -21% | -$68.5K | 0.01% | 440 |
|
|
2023
Q3 | $321K | Hold |
2,536
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $314K | Hold |
2,536
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $303K | Buy |
2,536
+13
| +0.5% | +$1.89K | 0.01% | 391 |
|
|
2022
Q4 | $366K | Buy |
2,523
+320
| +15% | +$52.6K | 0.01% | 346 |
|
|
2022
Q3 | $388K | Hold |
2,203
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $351K | Buy |
2,203
+207
| +10% | +$34.8K | 0.01% | 329 |
|
|
2022
Q1 | $338K | Sell |
1,996
-35
| -2% | -$6.17K | 0.01% | 352 |
|
|
2021
Q4 | $312K | Sell |
2,031
-3
| -0.1% | -$461 | 0.01% | 342 |
|
|
2021
Q3 | $304K | Sell |
2,034
-50
| -2% | -$6.93K | 0.01% | 322 |
|
|
2021
Q2 | $303K | Buy |
2,084
+110
| +6% | +$17.2K | 0.01% | 335 |
|
|
2021
Q1 | $299K | Buy |
1,974
+6
| +0.3% | +$885 | 0.01% | 327 |
|
|
2020
Q4 | $251K | Buy |
+1,968
| New | +$224K | 0.01% | 317 |
|
Other funds holding MTB
VCM
VPM
