Bogart Wealth LLC’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 | $6.72K | Buy |
35
+9
| +35% | +$1.73K | ﹤0.01% | 872 |
|
|
2025
Q1 | $4.65K | Buy |
26
+6
| +30% | +$1.07K | ﹤0.01% | 906 |
|
|
2024
Q4 | $3.76K | Hold |
20
| – | – | ﹤0.01% | 945 |
|
|
2024
Q3 | $3.56K | Hold |
20
| – | – | ﹤0.01% | 888 |
|
|
2024
Q2 | $3.03K | Hold |
20
| – | – | ﹤0.01% | 876 |
|
|
2024
Q1 | $2.91K | Hold |
20
| – | – | ﹤0.01% | 859 |
|
|
2023
Q4 | $2.74K | Sell |
20
-44
| -69% | -$6.03K | ﹤0.01% | 856 |
|
|
2023
Q3 | $8.09K | Hold |
64
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $7.92K | Sell |
64
-29
| -31% | -$3.59K | ﹤0.01% | 627 |
|
|
2023
Q1 | $11.1K | Buy |
93
+49
| +111% | +$5.86K | ﹤0.01% | 567 |
|
|
2022
Q4 | $6.38K | Hold |
44
| – | – | ﹤0.01% | 621 |
|
|
2022
Q3 | $8K | Hold |
44
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 597 |
|