Waverly Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,688
-5
| -0.3% | -$970 | ﹤0.01% | 935 |
|
|
2025
Q1 | $303K | Buy |
1,693
+34
| +2% | +$6.08K | ﹤0.01% | 919 |
|
|
2024
Q4 | $312K | Buy |
+1,659
| New | +$312K | ﹤0.01% | 809 |
|
|
2023
Q1 | – | Sell |
-1,544
| Closed | -$224K | – | 304 |
|
|
2022
Q4 | $224K | Buy |
1,544
+292
| +23% | +$42.4K | 0.01% | 258 |
|
|
2022
Q3 | $221K | Sell |
1,252
-34
| -3% | -$6K | 0.02% | 223 |
|
|
2022
Q2 | $205K | Buy |
+1,286
| New | +$205K | 0.02% | 198 |
|
|
2022
Q1 | – | Sell |
-1,429
| Closed | -$260K | – | 210 |
|
|
2021
Q4 | $260K | Buy |
+1,429
| New | +$260K | 0.02% | 174 |
|
|
2018
Q1 | – | Sell |
-310
| Closed | -$53K | – | 299 |
|
|
2017
Q4 | $53K | Buy |
+310
| New | +$53K | 0.01% | 251 |
|
|
2014
Q4 | – | Sell |
-43
| Closed | -$5K | – | 580 |
|
|
2014
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 628 |
|
|
2014
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 588 |
|
|
2014
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 554 |
|
|
2013
Q4 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 675 |
|