Compass Wealth Management’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 |
-666
| Closed | -$119K | – | 307 |
|
|
2025
Q1 | $119K | Hold |
666
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $125K | Hold |
666
| – | – | 0.03% | 179 |
|
|
2024
Q3 | $119K | Hold |
666
| – | – | 0.03% | 186 |
|
|
2024
Q2 | $101K | Hold |
666
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $96.9K | Hold |
666
| – | – | 0.02% | 197 |
|
|
2023
Q4 | $91.3K | Hold |
666
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $84.2K | Hold |
666
| – | – | 0.03% | 193 |
|
|
2023
Q2 | $82.4K | Hold |
666
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $79.6K | Sell |
666
-236
| -26% | -$28.2K | 0.03% | 202 |
|
|
2022
Q4 | $131K | Buy |
+902
| New | +$131K | 0.04% | 168 |
|