Wealthspire Advisors (New York)’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
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|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $524K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $972K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15K | Buy |
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