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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	1,137 -761	-40%	-$148K	0.02%	320
2025 Q1	$339K	Buy	1,898 +470	+33%	+$84K	0.03%	255
2024 Q4	$268K	Sell	1,428 -6	-0.4%	-$1.13K	0.02%	278
2024 Q3	$255K	Sell	1,434 -82	-5%	-$14.6K	0.02%	286
2024 Q2	$229K	Buy	1,516 +48	+3%	+$7.27K	0.02%	290
2024 Q1	$213K	Sell	1,468 -54	-4%	-$7.85K	0.02%	296
2023 Q4	$209K	Buy	+1,522	New	+$209K	0.02%	296
2023 Q3	–	Sell	-1,676	Closed	-$207K	–	301
2023 Q2	$207K	Sell	1,676 -301	-15%	-$37.3K	0.02%	288
2023 Q1	$236K	Buy	+1,977	New	+$236K	0.03%	281
2022 Q3	$354K	Hold	2,007	–	–	0.05%	221
2022 Q2	$319K	Hold	2,007	–	–	0.04%	241
2022 Q1	$344K	Buy	2,007 +419	+26%	+$71.8K	0.04%	240
2021 Q4	$244K	Sell	1,588 -100	-6%	-$15.4K	0.03%	294
2021 Q3	$252K	Sell	1,688 -15	-0.9%	-$2.24K	0.03%	264
2021 Q2	$225K	Hold	1,703	–	–	0.03%	253
2021 Q1	$258K	Sell	1,703 -90	-5%	-$13.6K	0.04%	240
2020 Q4	$258K	Buy	+1,793	New	+$258K	0.04%	232
2020 Q3	–	Sell	-2,045	Closed	-$212K	–	245
2020 Q2	$212K	Sell	2,045 -124	-6%	-$12.9K	0.05%	225
2020 Q1	$224	Sell	2,169 -70	-3%	-$7	0.05%	209
2019 Q4	$380K	Sell	2,239 -190	-8%	-$32.2K	0.08%	176
2019 Q3	$383K	Hold	2,429	–	–	0.09%	169
2019 Q2	$413K	Hold	2,429	–	–	0.1%	164
2019 Q1	$381K	Hold	2,429	–	–	0.09%	173
2018 Q4	$347	Sell	2,429 -1	-0%	–	0.08%	175
2018 Q3	$399K	Sell	2,430 -84	-3%	-$13.8K	0.1%	173
2018 Q2	$427K	Sell	2,514 -31	-1%	-$5.27K	0.11%	159
2018 Q1	$469K	Hold	2,545	–	–	0.13%	144
2017 Q4	$435K	Buy	2,545 +1	+0%	+$171	0.12%	156
2017 Q3	$409K	Sell	2,544 -15	-0.6%	-$2.41K	0.11%	151
2017 Q2	$414K	Sell	2,559 -205	-7%	-$33.2K	0.12%	147
2017 Q1	$427K	Hold	2,764	–	–	0.13%	146
2016 Q4	$432K	Sell	2,764 -25	-0.9%	-$3.91K	0.14%	144
2016 Q3	$323K	Hold	2,789	–	–	0.11%	166
2016 Q2	$329K	Sell	2,789 -46	-2%	-$5.43K	0.13%	146
2016 Q1	$314K	Sell	2,835 -4	-0.1%	-$443	0.11%	148
2015 Q4	$344	Hold	2,839	–	–	0.12%	144
2015 Q3	$346K	Hold	2,839	–	–	0.14%	141
2015 Q2	$354K	Sell	2,839 -49	-2%	-$6.11K	0.14%	142
2015 Q1	$366	Sell	2,888 -25	-0.9%	-$3	0.1%	146
2014 Q4	$365K	Hold	2,913	–	–	0.14%	142
2014 Q3	$359K	Sell	2,913 -10	-0.3%	-$1.23K	0.13%	150
2014 Q2	$362K	Hold	2,923	–	–	0.14%	151
2014 Q1	$354K	Sell	2,923 -24	-0.8%	-$2.91K	0.14%	153
2013 Q4	$343K	Buy	2,947 +99	+3%	+$11.5K	0.14%	148
2013 Q3	$319K	Sell	2,848 -20	-0.7%	-$2.24K	0.14%	148
2013 Q2	$320K	Buy	+2,868	New	+$320K	0.15%	144