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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Sell |
6,500
-1,518
| -19% | -$327K | 0.05% | 121 |
|
|
2025
Q4 | $1.62M | Hold |
8,018
| – | – | 0.06% | 102 |
|
|
2025
Q3 | $1.58M | Hold |
8,018
| – | – | 0.06% | 102 |
|
|
2025
Q2 | $1.56M | Hold |
8,018
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $1.43M | Sell |
8,018
-288
| -3% | -$54.6K | 0.07% | 105 |
|
|
2024
Q4 | $1.56M | Hold |
8,306
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $1.48M | Sell |
8,306
-239
| -3% | -$39.6K | 0.06% | 125 |
|
|
2024
Q2 | $1.29M | Buy |
8,545
+51
| +0.6% | +$7.45K | 0.06% | 131 |
|
|
2024
Q1 | $1.25M | Buy |
8,494
+156
| +2% | +$21.6K | 0.06% | 144 |
|
|
2023
Q4 | $1.14M | Sell |
8,338
-281
| -3% | -$35.3K | 0.05% | 142 |
|
|
2023
Q3 | $1.09M | Buy |
8,619
+2
| +0% | +$261 | 0.06% | 142 |
|
|
2023
Q2 | $1.07M | Buy |
8,617
+372
| +5% | +$45K | 0.05% | 148 |
|
|
2023
Q1 | $986K | Sell |
8,245
-72
| -0.9% | -$10.5K | 0.05% | 168 |
|
|
2022
Q4 | $1.47M | Hold |
8,317
| – | – | 0.09% | 119 |
|
|
2022
Q3 | $1.47M | Buy |
8,317
+26
| +0.3% | +$4.6K | 0.09% | 119 |
|
|
2022
Q2 | $1.32M | Buy |
8,291
+83
| +1% | +$13.9K | 0.07% | 143 |
|
|
2022
Q1 | $1.39M | Buy |
8,208
+44
| +0.5% | +$7.76K | 0.07% | 143 |
|
|
2021
Q4 | $1.25M | Hold |
8,164
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $1.22M | Buy |
8,164
+28
| +0.3% | +$3.88K | 0.07% | 134 |
|
|
2021
Q2 | $1.18M | Hold |
8,136
| – | – | 0.08% | 127 |
|
|
2021
Q1 | $1.23M | Buy |
8,136
+279
| +4% | +$41.1K | 0.09% | 114 |
|
|
2020
Q4 | $1M | Sell |
7,857
-10,798
| -58% | -$1.23M | 0.07% | 125 |
|
|
2020
Q3 | $1.72M | Sell |
18,655
-12
| -0.1% | -$1.23K | 0.15% | 88 |
|
|
2020
Q2 | $1.94M | Sell |
18,667
-2
| -0% | -$211 | 0.17% | 76 |
|
|
2020
Q1 | $1.93M | Buy |
18,669
+1,583
| +9% | +$233K | 0.21% | 72 |
|
|
2019
Q4 | $2.9M | Sell |
17,086
-140
| -0.8% | -$22.7K | 0.26% | 58 |
|
|
2019
Q3 | $2.72M | Buy |
+17,226
| New | +$2.71M | 0.28% | 57 |
|
Other funds holding MTB
VCM
VPM
