Waverly Advisors’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 | $336K | Buy |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $312K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $260K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $53K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $5K | Buy |
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