Dopkins 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 | $815K | Buy |
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|
2025
Q2 | $783K | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $480K | Sell |
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|
2021
Q4 | $444K | Buy |
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