EWS
Evergreen Wealth Solutions’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $878K | Sell |
4,528
-30
| -0.7% | -$5.82K | 0.53% | 38 |
|
|
2025
Q1 | $815K | Sell |
4,558
-145
| -3% | -$25.9K | 0.55% | 34 |
|
|
2024
Q4 | $884K | Sell |
4,703
-368
| -7% | -$69.2K | 0.62% | 33 |
|
|
2024
Q3 | $903K | Sell |
5,071
-298
| -6% | -$53.1K | 0.61% | 28 |
|
|
2024
Q2 | $813K | Sell |
5,369
-394
| -7% | -$59.6K | 0.58% | 34 |
|
|
2024
Q1 | $838K | Buy |
5,763
+1,643
| +40% | +$239K | 0.62% | 37 |
|
|
2023
Q4 | $565K | Sell |
4,120
-2,240
| -35% | -$307K | 0.48% | 51 |
|
|
2023
Q3 | $804K | Buy |
+6,360
| New | +$804K | 0.81% | 36 |
|