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Westover Capital Advisors’s M&T Bank MTB Stock Holding History

Westover Capital Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$487K Hold
2,356
– – 0.09% 146
2025
Q4 		$475K Sell
2,356
-250
-10% -$47.8K 0.09% 159
2025
Q3 		$515K Hold
2,606
– – 0.1% 143
2025
Q2 		$506K Hold
2,606
– – 0.1% 143
2025
Q1 		$466K Hold
2,606
– – 0.1% 149
2024
Q4 		$490K Hold
2,606
– – 0.11% 152
2024
Q3 		$464K Hold
2,606
– – 0.09% 158
2024
Q2 		$394K Buy
+2,606
New +$381K 0.1% 154
2018
Q2 		– Sell
-1,128
Closed -$208K – 107
2018
Q1 		$208K Buy
+1,128
New +$210K 0.11% 107
2017
Q1 		– Sell
-1,797
Closed -$281K – 109
2016
Q4 		$281K Buy
+1,797
New +$243K 0.2% 85

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VCM
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VPM
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