BFWM
Bright Futures Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.55M | Sell |
9,901
-672
| -6% | -$105K | 1.7% | 17 |
|
|
2024
Q4 | $2.12M | Sell |
10,573
-2,235
| -17% | -$448K | 1.88% | 15 |
|
|
2024
Q3 | $2.53M | Sell |
12,808
-2,301
| -15% | -$455K | 1.22% | 18 |
|
|
2024
Q2 | $2.45M | Buy |
15,109
+640
| +4% | +$104K | 1.33% | 17 |
|
|
2024
Q1 | $2.14M | Buy |
+14,469
| New | +$2.14M | 1.16% | 24 |
|