Concord Wealth Partners’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 | – | Sell |
-320
| Closed | -$64.5K | – | 576 |
|
|
2025
Q4 | $64.5K | Sell |
320
-35
| -10% | -$6.69K | 0.01% | 300 |
|
|
2025
Q3 | $70.2K | Sell |
355
-34
| -9% | -$6.67K | 0.01% | 296 |
|
|
2025
Q2 | $75.4K | Buy |
389
+3
| +0.8% | +$529 | 0.01% | 295 |
|
|
2025
Q1 | $69K | Buy |
386
+3
| +0.8% | +$569 | 0.01% | 281 |
|
|
2024
Q4 | $72K | Buy |
383
+2
| +0.5% | +$398 | 0.01% | 285 |
|
|
2024
Q3 | $67.8K | Sell |
381
-15
| -4% | -$2.49K | 0.01% | 297 |
|
|
2024
Q2 | $59.9K | Buy |
396
+5
| +1% | +$730 | 0.01% | 289 |
|
|
2024
Q1 | $56.9K | Sell |
391
-40
| -9% | -$5.54K | 0.01% | 332 |
|
|
2023
Q4 | $59.1K | Sell |
431
-190
| -31% | -$23.9K | 0.01% | 336 |
|
|
2023
Q3 | $78.6K | Sell |
621
-1,371
| -69% | -$179K | 0.02% | 315 |
|
|
2023
Q2 | $247K | Buy |
1,992
+743
| +59% | +$89.9K | 0.05% | 177 |
|
|
2023
Q1 | $149K | Buy |
1,249
+4
| +0.3% | +$581 | 0.04% | 204 |
|
|
2022
Q4 | $181K | Buy |
+1,245
| New | +$205K | 0.05% | 171 |
|
|
2022
Q3 | – | Sell |
-1,149
| Closed | -$183K | – | 754 |
|
|
2022
Q2 | $183K | Buy |
1,149
+1,003
| +687% | +$169K | 0.05% | 168 |
|
|
2022
Q1 | $25K | Buy |
146
+40
| +38% | +$7.05K | 0.01% | 587 |
|
|
2021
Q4 | $16K | Buy |
106
+60
| +130% | +$9.21K | ﹤0.01% | 689 |
|
|
2021
Q3 | $7K | Sell |
46
-21
| -31% | -$2.91K | ﹤0.01% | 531 |
|
|
2021
Q2 | $10K | Buy |
67
+39
| +139% | +$6.09K | ﹤0.01% | 625 |
|
|
2021
Q1 | $4K | Buy |
+28
| New | +$4.13K | ﹤0.01% | 722 |
|
Other funds holding MTB
VCM
VPM
