Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,674
| Closed | -$298K | – | 212 |
|
|
2024
Q3 | $298K | Sell |
1,674
-172
| -9% | -$30.6K | 0.14% | 124 |
|
|
2024
Q2 | $279K | Buy |
1,846
+22
| +1% | +$3.33K | 0.14% | 125 |
|
|
2024
Q1 | $265K | Buy |
+1,824
| New | +$265K | 0.14% | 134 |
|
|
2023
Q1 | – | Sell |
-1,650
| Closed | -$239K | – | 144 |
|
|
2022
Q4 | $239K | Buy |
+1,650
| New | +$239K | 0.18% | 103 |
|