Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Sell |
7,878
-489
| -6% | -$105K | ﹤0.01% | 1291 |
|
|
2025
Q4 | $1.69M | Buy |
8,367
+1,255
| +18% | +$240K | ﹤0.01% | 1220 |
|
|
2025
Q3 | $1.41M | Buy |
7,112
+1,345
| +23% | +$264K | ﹤0.01% | 1239 |
|
|
2025
Q2 | $1.12M | Sell |
5,767
-765
| -12% | -$135K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $1.17M | Sell |
6,532
-183
| -3% | -$34.7K | ﹤0.01% | 1050 |
|
|
2024
Q4 | $1.26M | Buy |
6,715
+608
| +10% | +$121K | 0.01% | 959 |
|
|
2024
Q3 | $1.09M | Buy |
6,107
+511
| +9% | +$84.7K | ﹤0.01% | 979 |
|
|
2024
Q2 | $847K | Buy |
5,596
+211
| +4% | +$30.8K | ﹤0.01% | 985 |
|
|
2024
Q1 | $783K | Buy |
5,385
+697
| +15% | +$96.6K | ﹤0.01% | 958 |
|
|
2023
Q4 | $643K | Sell |
4,688
-371
| -7% | -$46.6K | ﹤0.01% | 967 |
|
|
2023
Q3 | $640K | Buy |
5,059
+292
| +6% | +$38.1K | ﹤0.01% | 904 |
|
|
2023
Q2 | $590K | Buy |
4,767
+1,094
| +30% | +$132K | ﹤0.01% | 885 |
|
|
2023
Q1 | $439K | Sell |
3,673
-45
| -1% | -$6.53K | ﹤0.01% | 927 |
|
|
2022
Q4 | $539K | Sell |
3,718
-1,001
| -21% | -$165K | ﹤0.01% | 784 |
|
|
2022
Q3 | $832K | Buy |
4,719
+215
| +5% | +$38K | 0.01% | 604 |
|
|
2022
Q2 | $718K | Buy |
4,504
+2,821
| +168% | +$474K | 0.01% | 650 |
|
|
2022
Q1 | $285K | Buy |
1,683
+467
| +38% | +$82.4K | ﹤0.01% | 900 |
|
|
2021
Q4 | $187K | Buy |
+1,216
| New | +$187K | ﹤0.01% | 1054 |
|
|
2021
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q1 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q4 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q3 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q1 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q3 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q1 | $145K | Buy |
996
+65
| +7% | +$10.7K | ﹤0.01% | 1007 |
|
|
2018
Q4 | $133K | Buy |
931
+16
| +2% | +$2.56K | ﹤0.01% | 676 |
|
|
2018
Q3 | $151K | Buy |
915
+15
| +2% | +$2.6K | ﹤0.01% | 561 |
|
|
2018
Q2 | $153K | Buy |
900
+43
| +5% | +$7.71K | 0.01% | 462 |
|
|
2018
Q1 | $158K | Hold |
857
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $147K | Sell |
857
-17
| -2% | -$2.82K | 0.01% | 378 |
|
|
2017
Q3 | $141K | Buy |
874
+844
| +2,813% | +$133K | 0.01% | 367 |
|
|
2017
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 888 |
|
|
2017
Q1 | $5K | Buy |
+30
| New | +$4.86K | ﹤0.01% | 869 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$3K | – | 1145 |
|
|
2016
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 882 |
|
|
2016
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 659 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 653 |
|
|
2015
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 553 |
|
|
2015
Q3 | $4K | Buy |
+30
| New | +$3.75K | ﹤0.01% | 526 |
|
|
2014
Q1 | – | Sell |
-1,500
| Closed | -$175K | – | 369 |
|
|
2013
Q4 | $175K | Buy |
+1,500
| New | +$170K | 0.03% | 166 |
|
Other funds holding MTB
VCM
VPM
