Focus Partners Wealth’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 | $3.64M | Sell |
18,778
-62
| -0.3% | -$12K | 0.01% | 760 |
|
|
2025
Q1 | $3.37M | Buy |
18,840
+692
| +4% | +$124K | 0.01% | 733 |
|
|
2024
Q4 | $3.41M | Buy |
18,148
+14,367
| +380% | +$2.7M | 0.01% | 716 |
|
|
2024
Q3 | $674K | Buy |
+3,781
| New | +$674K | ﹤0.01% | 1043 |
|
|
2024
Q2 | – | Sell |
-1,861
| Closed | -$271K | – | 1255 |
|
|
2024
Q1 | $271K | Buy |
+1,861
| New | +$271K | ﹤0.01% | 867 |
|