Dakota 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
Q4
$286K Buy
2024
Q2
Sell
2024
Q1
$449K Sell
2023
Q4
$425K Buy
2019
Q1
Sell
2018
Q4
$362K Hold
2018
Q3
$362K Buy
2018
Q2
$372K Buy