WestEnd Advisors’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
$582 Sell
3
-2
-40% -$388 ﹤0.01% 260
2025
Q1
$894 Buy
5
+3
+150% +$536 ﹤0.01% 220
2024
Q4
$376 Buy
2
+1
+100% +$188 ﹤0.01% 205
2024
Q3
$178 Hold
1
﹤0.01% 301
2024
Q2
$151 Hold
1
﹤0.01% 289
2024
Q1
$145 Buy
+1
New +$145 ﹤0.01% 278
2022
Q2
Hold
0
-$169K 351
2022
Q1
Sell
-2
Closed -$307 248
2021
Q4
$307 Buy
+2
New +$307 ﹤0.01% 210
2021
Q3
Hold
0
-$145K 192
2021
Q2
Hold
0
286