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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Hold |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $251K | Buy |
|