Connecticut 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 | $1.49M | Hold |
7,687
| – | – | 0.07% | 121 |
|
|
2025
Q1 | $1.37M | Sell |
7,687
-185
| -2% | -$33.1K | 0.07% | 118 |
|
|
2024
Q4 | $1.48M | Buy |
7,872
+185
| +2% | +$34.8K | 0.07% | 104 |
|
|
2024
Q3 | $1.37M | Buy |
7,687
+3,027
| +65% | +$539K | 0.07% | 126 |
|
|
2024
Q2 | $705K | Buy |
4,660
+3
| +0.1% | +$454 | 0.04% | 189 |
|
|
2024
Q1 | $677K | Sell |
4,657
-2,550
| -35% | -$371K | 0.04% | 184 |
|
|
2023
Q4 | $988K | Sell |
7,207
-193
| -3% | -$26.5K | 0.06% | 145 |
|
|
2023
Q3 | $936K | Buy |
7,400
+3,983
| +117% | +$504K | 0.06% | 122 |
|
|
2023
Q2 | $423K | Sell |
3,417
-428
| -11% | -$53K | 0.03% | 161 |
|
|
2023
Q1 | $460K | Buy |
3,845
+1,617
| +73% | +$193K | 0.03% | 142 |
|
|
2022
Q4 | $323K | Buy |
2,228
+826
| +59% | +$120K | 0.03% | 152 |
|
|
2022
Q3 | $247K | Buy |
1,402
+26
| +2% | +$4.58K | 0.02% | 168 |
|
|
2022
Q2 | $219K | Buy |
+1,376
| New | +$219K | 0.02% | 172 |
|