Aaron Wealth 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 | $235K | Sell |
1,212
-18
| -1% | -$3.49K | 0.02% | 424 |
|
|
2025
Q1 | $220K | Sell |
1,230
-27
| -2% | -$4.83K | 0.03% | 410 |
|
|
2024
Q4 | $236K | Buy |
+1,257
| New | +$236K | 0.03% | 382 |
|
|
2022
Q2 | – | Sell |
-45,765
| Closed | -$270K | – | 599 |
|
|
2022
Q1 | $270K | Buy |
+45,765
| New | +$270K | ﹤0.01% | 698 |
|