Compass Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $125K | Hold |
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|
2024
Q3 | $119K | Hold |
|
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|
2024
Q2 | $101K | Hold |
|
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|
2024
Q1 | $96.9K | Hold |
|
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|
2023
Q4 | $91.3K | Hold |
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|
2023
Q3 | $84.2K | Hold |
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|
2023
Q2 | $82.4K | Hold |
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|
2023
Q1 | $79.6K | Sell |
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|
2022
Q4 | $131K | Buy |
|