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WBH Advisory’s M&T Bank MTB Stock Holding History

WBH Advisory’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Sell
2025
Q2
$221K Sell
2025
Q1
$339K Buy
2024
Q4
$268K Sell
2024
Q3
$255K Sell
2024
Q2
$229K Buy
2024
Q1
$213K Sell
2023
Q4
$209K Buy
2023
Q3
– Sell
2023
Q2
$207K Sell
2023
Q1
$236K Buy
2022
Q3
$354K Hold
2022
Q2
$319K Hold
2022
Q1
$344K Buy
2021
Q4
$244K Sell
2021
Q3
$252K Sell
2021
Q2
$225K Hold
2021
Q1
$258K Sell
2020
Q4
$258K Buy
2020
Q3
– Sell
2020
Q2
$212K Sell
2020
Q1
$224 Sell
2019
Q4
$380K Sell
2019
Q3
$383K Hold
2019
Q2
$413K Hold
2019
Q1
$381K Hold
2018
Q4
$347 Sell
2018
Q3
$399K Sell
2018
Q2
$427K Sell
2018
Q1
$469K Hold
2017
Q4
$435K Buy
2017
Q3
$409K Sell
2017
Q2
$414K Sell
2017
Q1
$427K Hold
2016
Q4
$432K Sell
2016
Q3
$323K Hold
2016
Q2
$329K Sell
2016
Q1
$314K Sell
2015
Q4
$344 Hold
2015
Q3
$346K Hold
2015
Q2
$354K Sell
2015
Q1
$366 Sell
2014
Q4
$365K Hold
2014
Q3
$359K Sell
2014
Q2
$362K Hold
2014
Q1
$354K Sell
2013
Q4
$343K Buy
2013
Q3
$319K Sell
2013
Q2
$320K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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