Carson Wealth (CWM LLC)’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
5,767
-765
| -12% | -$148K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $1.17M | Sell |
6,532
-183
| -3% | -$32.7K | ﹤0.01% | 1050 |
|
|
2024
Q4 | $1.26M | Buy |
6,715
+608
| +10% | +$114K | 0.01% | 958 |
|
|
2024
Q3 | $1.09M | Buy |
6,107
+511
| +9% | +$91K | ﹤0.01% | 978 |
|
|
2024
Q2 | $847K | Buy |
5,596
+211
| +4% | +$31.9K | ﹤0.01% | 984 |
|
|
2024
Q1 | $783K | Buy |
5,385
+697
| +15% | +$101K | ﹤0.01% | 957 |
|
|
2023
Q4 | $643K | Sell |
4,688
-371
| -7% | -$50.9K | ﹤0.01% | 966 |
|
|
2023
Q3 | $640K | Buy |
5,059
+292
| +6% | +$36.9K | ﹤0.01% | 901 |
|
|
2023
Q2 | $590K | Buy |
4,767
+1,094
| +30% | +$135K | ﹤0.01% | 884 |
|
|
2023
Q1 | $439K | Sell |
3,673
-45
| -1% | -$5.38K | ﹤0.01% | 925 |
|
|
2022
Q4 | $539K | Sell |
3,718
-1,001
| -21% | -$145K | ﹤0.01% | 782 |
|
|
2022
Q3 | $832K | Buy |
4,719
+215
| +5% | +$37.9K | 0.01% | 602 |
|
|
2022
Q2 | $718K | Buy |
4,504
+2,821
| +168% | +$450K | 0.01% | 648 |
|
|
2022
Q1 | $285K | Buy |
1,683
+467
| +38% | +$79.1K | ﹤0.01% | 898 |
|
|
2021
Q4 | $187K | Buy |
+1,216
| New | +$187K | ﹤0.01% | 1052 |
|
|
2021
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q1 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q4 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q3 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2020
Q1 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q4 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q3 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q2 | $145K | Hold |
996
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q1 | $145K | Buy |
996
+65
| +7% | +$9.46K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $133K | Buy |
931
+16
| +2% | +$2.29K | ﹤0.01% | 675 |
|
|
2018
Q3 | $151K | Buy |
915
+15
| +2% | +$2.48K | ﹤0.01% | 559 |
|
|
2018
Q2 | $153K | Buy |
900
+43
| +5% | +$7.31K | 0.01% | 460 |
|
|
2018
Q1 | $158K | Hold |
857
| – | – | 0.01% | 390 |
|
|
2017
Q4 | $147K | Sell |
857
-17
| -2% | -$2.92K | 0.01% | 377 |
|
|
2017
Q3 | $141K | Buy |
874
+844
| +2,813% | +$136K | 0.01% | 366 |
|
|
2017
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 887 |
|
|
2017
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 868 |
|
|
2016
Q4 | – | Sell |
-30
| Closed | -$3K | – | 1144 |
|
|
2016
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 881 |
|
|
2016
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 656 |
|
|
2016
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 552 |
|
|
2015
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 524 |
|
|
2014
Q1 | – | Sell |
-1,500
| Closed | -$175K | – | 334 |
|
|
2013
Q4 | $175K | Buy |
+1,500
| New | +$175K | 0.03% | 162 |
|