Waldron Private Wealth’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 | $1.58M | Hold |
|
|||||
|
2025
Q2 | $1.56M | Hold |
|
|||||
|
2025
Q1 | $1.43M | Sell |
|
|||||
|
2024
Q4 | $1.56M | Hold |
|
|||||
|
2024
Q3 | $1.48M | Sell |
|
|||||
|
2024
Q2 | $1.29M | Buy |
|
|||||
|
2024
Q1 | $1.25M | Buy |
|
|||||
|
2023
Q4 | $1.14M | Sell |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $986K | Sell |
|
|||||
|
2022
Q4 | $1.47M | Hold |
|
|||||
|
2022
Q3 | $1.47M | Buy |
|
|||||
|
2022
Q2 | $1.32M | Buy |
|
|||||
|
2022
Q1 | $1.39M | Buy |
|
|||||
|
2021
Q4 | $1.25M | Hold |
|
|||||
|
2021
Q3 | $1.22M | Buy |
|
|||||
|
2021
Q2 | $1.18M | Hold |
|
|||||
|
2021
Q1 | $1.23M | Buy |
|
|||||
|
2020
Q4 | $1M | Sell |
|
|||||
|
2020
Q3 | $1.72M | Sell |
|
|||||
|
2020
Q2 | $1.94M | Sell |
|
|||||
|
2020
Q1 | $1.93M | Buy |
|
|||||
|
2019
Q4 | $2.9M | Sell |
|
|||||
|
2019
Q3 | $2.72M | Buy |
|