Wealth Alliance Advisory Group’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
Sell
-1,557
Closed -$278K 197
2025
Q1
$278K Buy
1,557
+6
+0.4% +$1.07K 0.06% 153
2024
Q4
$292K Sell
1,551
-3
-0.2% -$564 0.06% 140
2024
Q3
$277K Buy
+1,554
New +$277K 0.06% 149