Daymark Wealth Partners’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 | $4.91M | Buy |
25,329
+574
| +2% | +$111K | 0.19% | 100 |
|
|
2025
Q1 | $4.43M | Sell |
24,755
-432
| -2% | -$77.2K | 0.19% | 105 |
|
|
2024
Q4 | $4.74M | Sell |
25,187
-1,945
| -7% | -$366K | 0.2% | 97 |
|
|
2024
Q3 | $4.83M | Sell |
27,132
-566
| -2% | -$101K | 0.2% | 100 |
|
|
2024
Q2 | $4.19M | Buy |
27,698
+12,538
| +83% | +$1.9M | 0.19% | 101 |
|
|
2024
Q1 | $2.2M | Hold |
15,160
| – | – | 0.12% | 126 |
|
|
2023
Q4 | $2.08M | Buy |
15,160
+245
| +2% | +$33.6K | 0.13% | 127 |
|
|
2023
Q3 | $1.89M | Buy |
14,915
+2,990
| +25% | +$378K | 0.13% | 125 |
|
|
2023
Q2 | $1.48M | Buy |
11,925
+8,638
| +263% | +$1.07M | 0.11% | 139 |
|
|
2023
Q1 | $393K | Sell |
3,287
-15
| -0.5% | -$1.79K | 0.05% | 205 |
|
|
2022
Q4 | $479K | Buy |
+3,302
| New | +$479K | 0.08% | 152 |
|