Congress 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 | $548K | Buy |
2,824
+279
| +11% | +$54.2K | 0.01% | 896 |
|
|
2025
Q1 | $456K | Buy |
2,545
+769
| +43% | +$138K | 0.01% | 842 |
|
|
2024
Q4 | $334K | Buy |
+1,776
| New | +$334K | ﹤0.01% | 742 |
|
|
2024
Q1 | – | Sell |
-2,657
| Closed | -$364K | – | 618 |
|
|
2023
Q4 | $364K | Buy |
+2,657
| New | +$364K | 0.01% | 505 |
|
|
2023
Q1 | – | Sell |
-1,773
| Closed | -$257K | – | 571 |
|
|
2022
Q4 | $257K | Sell |
1,773
-111
| -6% | -$16.1K | 0.01% | 504 |
|
|
2022
Q3 | $332K | Hold |
1,884
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $301K | Buy |
1,884
+42
| +2% | +$6.71K | 0.01% | 479 |
|
|
2022
Q1 | $312K | Sell |
1,842
-1,322
| -42% | -$224K | 0.01% | 509 |
|
|
2021
Q4 | $486K | Buy |
+3,164
| New | +$486K | 0.01% | 466 |
|