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Dogwood Wealth Management’s M&T Bank MTB Stock Holding History

Dogwood Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.66K Sell
28
-1
-3% -$219 ﹤0.01% 460
2026
Q1 		$6K Buy
29
+17
+142% +$3.66K ﹤0.01% 435
2025
Q4 		$2.42K Buy
12
+9
+300% +$1.72K ﹤0.01% 528
2025
Q3 		$593 Buy
3
+1
+50% +$196 ﹤0.01% 634
2025
Q2 		$402 Sell
2
-9
-82% -$1.59K ﹤0.01% 638
2025
Q1 		$1.97K Buy
+11
New +$2.09K ﹤0.01% 343
2024
Q4 		– Hold
0
– -$3 – 529
2024
Q3 		– Hold
0
– – – 414
2024
Q2 		– Hold
0
– – – 515
2024
Q1 		– Hold
0
– – – 516
2023
Q4 		– Hold
0
– – – 489

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