Wealthspire Advisors (New York)’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 | $579K | Buy |
2,985
+97
| +3% | +$18.8K | ﹤0.01% | 503 |
|
|
2025
Q1 | $516K | Sell |
2,888
-134
| -4% | -$24K | ﹤0.01% | 505 |
|
|
2024
Q4 | $568K | Buy |
3,022
+532
| +21% | +$100K | 0.01% | 484 |
|
|
2024
Q3 | $444K | Sell |
2,490
-698
| -22% | -$124K | ﹤0.01% | 518 |
|
|
2024
Q2 | $482K | Sell |
3,188
-977
| -23% | -$148K | 0.01% | 444 |
|
|
2024
Q1 | $606K | Buy |
4,165
+15
| +0.4% | +$2.18K | 0.01% | 392 |
|
|
2023
Q4 | $569K | Buy |
4,150
+32
| +0.8% | +$4.39K | 0.01% | 399 |
|
|
2023
Q3 | $521K | Buy |
4,118
+41
| +1% | +$5.18K | 0.01% | 384 |
|
|
2023
Q2 | $505K | Sell |
4,077
-302
| -7% | -$37.4K | 0.01% | 364 |
|
|
2023
Q1 | $524K | Sell |
4,379
-259
| -6% | -$31K | 0.01% | 348 |
|
|
2022
Q4 | $673K | Sell |
4,638
-874
| -16% | -$127K | 0.01% | 333 |
|
|
2022
Q3 | $972K | Buy |
+5,512
| New | +$972K | 0.02% | 228 |
|
|
2021
Q4 | – | Sell |
-1,408
| Closed | -$210K | – | 597 |
|
|
2021
Q3 | $210K | Buy |
+1,408
| New | +$210K | ﹤0.01% | 541 |
|
|
2021
Q2 | – | Sell |
-3,566
| Closed | -$541K | – | 557 |
|
|
2021
Q1 | $541K | Buy |
3,566
+868
| +32% | +$132K | 0.01% | 375 |
|
|
2020
Q4 | $343K | Buy |
+2,698
| New | +$343K | 0.01% | 392 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$15K | – | 526 |
|
|
2018
Q4 | $15K | Buy |
+105
| New | +$15K | ﹤0.01% | 404 |
|