Blue Bell Private 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
$33.2K Sell
171
-11
-6% -$2.13K 0.01% 424
2025
Q1
$32.5K Hold
182
0.01% 420
2024
Q4
$34.2K Hold
182
0.01% 398
2024
Q3
$32.4K Hold
182
0.01% 414
2024
Q2
$27.5K Hold
182
0.01% 428
2024
Q1
$26.5K Buy
182
+4
+2% +$582 0.01% 432
2023
Q4
$24.4K Buy
178
+58
+48% +$7.95K 0.01% 410
2023
Q3
$15.2K Sell
120
-11
-8% -$1.39K ﹤0.01% 388
2023
Q2
$16.2K Buy
131
+11
+9% +$1.36K ﹤0.01% 371
2023
Q1
$14.3K Sell
120
-11
-8% -$1.32K ﹤0.01% 347
2022
Q4
$19K Hold
131
0.01% 317
2022
Q3
$23K Hold
131
0.01% 287
2022
Q2
$21K Hold
131
0.01% 302
2022
Q1
$22K Buy
131
+11
+9% +$1.85K 0.01% 311
2021
Q4
$18K Buy
+120
New +$18K ﹤0.01% 314