Bar Harbor Wealth Management’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 | $562K | Hold |
2,896
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $518K | Buy |
2,896
+551
| +23% | +$98.5K | 0.03% | 177 |
|
|
2024
Q4 | $441K | Hold |
2,345
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $418K | Hold |
2,345
| – | – | 0.03% | 201 |
|
|
2024
Q2 | $355K | Sell |
2,345
-59
| -2% | -$8.93K | 0.02% | 209 |
|
|
2024
Q1 | $350K | Hold |
2,404
| – | – | 0.02% | 209 |
|
|
2023
Q4 | $330K | Hold |
2,404
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $304K | Hold |
2,404
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $298K | Sell |
2,404
-494
| -17% | -$61.1K | 0.02% | 212 |
|
|
2023
Q1 | $347K | Sell |
2,898
-220
| -7% | -$26.3K | 0.03% | 206 |
|
|
2022
Q4 | $452K | Hold |
3,118
| – | – | 0.04% | 191 |
|
|
2022
Q3 | $549K | Sell |
3,118
-102
| -3% | -$18K | 0.05% | 179 |
|
|
2022
Q2 | $513K | Buy |
+3,220
| New | +$513K | 0.04% | 186 |
|