BCWM
Bartlett & Co Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98K | Sell |
36
-1
| -3% | -$194 | ﹤0.01% | 958 |
|
|
2025
Q1 | $6.61K | Buy |
37
+1
| +3% | +$179 | ﹤0.01% | 957 |
|
|
2024
Q4 | $6.77K | Hold |
36
| – | – | ﹤0.01% | 942 |
|
|
2024
Q3 | $6.41K | Hold |
36
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $5.45K | Hold |
36
| – | – | ﹤0.01% | 976 |
|
|
2024
Q1 | $5.24K | Hold |
36
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $5.03K | Hold |
36
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q3 | $4.55K | Sell |
36
-760
| -95% | -$96.1K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $98.5K | Hold |
796
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $95.2K | Hold |
796
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $115K | Hold |
796
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $140K | Hold |
796
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $127K | Sell |
796
-3,077
| -79% | -$490K | ﹤0.01% | 428 |
|
|
2022
Q1 | $656K | Sell |
3,873
-31
| -0.8% | -$5.26K | 0.01% | 267 |
|
|
2021
Q4 | $600K | Sell |
3,904
-266
| -6% | -$40.9K | 0.01% | 283 |
|
|
2021
Q3 | $623K | Sell |
4,170
-9
| -0.2% | -$1.34K | 0.01% | 238 |
|
|
2021
Q2 | $607K | Hold |
4,179
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $634K | Sell |
4,179
-50
| -1% | -$7.58K | 0.01% | 237 |
|
|
2020
Q4 | $538K | Sell |
4,229
-111
| -3% | -$14.1K | 0.01% | 248 |
|
|
2020
Q3 | $400K | Sell |
4,340
-360
| -8% | -$33.2K | 0.01% | 259 |
|
|
2020
Q2 | $489K | Sell |
4,700
-24,144
| -84% | -$2.51M | 0.01% | 235 |
|
|
2020
Q1 | $2.98M | Sell |
28,844
-42,024
| -59% | -$4.35M | 0.09% | 136 |
|
|
2019
Q4 | $12M | Buy |
70,868
+405
| +0.6% | +$68.7K | 0.29% | 84 |
|
|
2019
Q3 | $11.1M | Sell |
70,463
-1,696
| -2% | -$268K | 0.29% | 86 |
|
|
2019
Q2 | $12.3M | Buy |
72,159
+1,035
| +1% | +$176K | 0.46% | 62 |
|
|
2019
Q1 | $11.2M | Buy |
71,124
+18,200
| +34% | +$2.86M | 0.43% | 61 |
|
|
2018
Q4 | $7.58M | Sell |
52,924
-63,582
| -55% | -$9.1M | 0.32% | 70 |
|
|
2018
Q3 | $19.2M | Buy |
116,506
+5,959
| +5% | +$980K | 0.72% | 49 |
|
|
2018
Q2 | $18.8M | Buy |
110,547
+110,322
| +49,032% | +$18.8M | 0.76% | 50 |
|
|
2018
Q1 | $41.5K | Buy |
+225
| New | +$41.5K | ﹤0.01% | 445 |
|