Carolinas Wealth Consulting’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 | – | Sell |
-15
| Closed | -$2.68K | – | 602 |
|
|
2025
Q1 | $2.68K | Sell |
15
-37
| -71% | -$6.61K | ﹤0.01% | 739 |
|
|
2024
Q4 | $9.78K | Hold |
52
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $9.26K | Hold |
52
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $7.87K | Hold |
52
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $7.58K | Buy |
52
+38
| +271% | +$5.54K | ﹤0.01% | 598 |
|
|
2023
Q4 | $1.92K | Hold |
14
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $1.58K | Hold |
14
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $1.73K | Sell |
14
-4
| -22% | -$495 | ﹤0.01% | 838 |
|
|
2023
Q1 | $2.15K | Buy |
18
+4
| +29% | +$478 | ﹤0.01% | 799 |
|
|
2022
Q4 | $2.03K | Hold |
14
| – | – | ﹤0.01% | 805 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 768 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 770 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 838 |
|
|
2021
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 803 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 816 |
|
|
2021
Q1 | $2K | Sell |
14
-55
| -80% | -$7.86K | ﹤0.01% | 824 |
|
|
2020
Q4 | $9K | Buy |
69
+1
| +1% | +$130 | ﹤0.01% | 588 |
|
|
2020
Q3 | $6K | Buy |
68
+14
| +26% | +$1.24K | ﹤0.01% | 545 |
|
|
2020
Q2 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 379 |
|