Bogart Wealth LLC’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.85K | Buy |
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|
2025
Q2 | $6.72K | Buy |
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|
2025
Q1 | $4.65K | Buy |
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|
2024
Q4 | $3.76K | Hold |
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|
2024
Q3 | $3.56K | Hold |
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|
2024
Q2 | $3.03K | Hold |
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|
2024
Q1 | $2.91K | Hold |
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|
2023
Q4 | $2.74K | Sell |
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|
2023
Q3 | $8.09K | Hold |
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|
2023
Q2 | $7.92K | Sell |
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|
2023
Q1 | $11.1K | Buy |
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|
2022
Q4 | $6.38K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $7K | Buy |
|