Connecticut 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
Q3 | $1.52M | Hold |
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|
2025
Q2 | $1.49M | Hold |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $705K | Buy |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $988K | Sell |
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|
2023
Q3 | $936K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $247K | Buy |
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|
2022
Q2 | $219K | Buy |
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