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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.2K | Sell |
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|
2025
Q2 | $75.4K | Buy |
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|
2025
Q1 | $69K | Buy |
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|
2024
Q4 | $72K | Buy |
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|
2024
Q3 | $67.8K | Sell |
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|
2024
Q2 | $59.9K | Buy |
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|
2024
Q1 | $56.9K | Sell |
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|
2023
Q4 | $59.1K | Sell |
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|
2023
Q3 | $78.6K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $149K | Buy |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $7K | Sell |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $4K | Buy |
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