Dopkins 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 | $783K | Sell |
4,039
-2,198
| -35% | -$426K | 0.35% | 44 |
|
|
2025
Q1 | $1.11M | Buy |
6,237
+273
| +5% | +$48.8K | 0.57% | 34 |
|
|
2024
Q4 | $1.12M | Buy |
5,964
+4,800
| +412% | +$902K | 0.57% | 35 |
|
|
2024
Q3 | $207K | Sell |
1,164
-1,433
| -55% | -$255K | 0.17% | 61 |
|
|
2024
Q2 | $393K | Sell |
2,597
-2,347
| -47% | -$355K | 0.24% | 51 |
|
|
2024
Q1 | $719K | Buy |
4,944
+11
| +0.2% | +$1.6K | 0.43% | 31 |
|
|
2023
Q4 | $676K | Buy |
4,933
+11
| +0.2% | +$1.51K | 0.53% | 25 |
|
|
2023
Q3 | $622K | Buy |
4,922
+1,004
| +26% | +$127K | 0.47% | 28 |
|
|
2023
Q2 | $485K | Buy |
3,918
+62
| +2% | +$7.67K | 0.43% | 23 |
|
|
2023
Q1 | $461K | Buy |
+3,856
| New | +$461K | 0.43% | 24 |
|
|
2022
Q4 | – | Sell |
-1,273
| Closed | -$224K | – | 45 |
|
|
2022
Q3 | $224K | Sell |
1,273
-1,564
| -55% | -$275K | 0.25% | 38 |
|
|
2022
Q2 | $452K | Buy |
2,837
+7
| +0.2% | +$1.12K | 0.49% | 21 |
|
|
2022
Q1 | $480K | Sell |
2,830
-62
| -2% | -$10.5K | 0.52% | 22 |
|
|
2021
Q4 | $444K | Buy |
+2,892
| New | +$444K | 0.44% | 24 |
|