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

Focused Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,824	Closed	-$326K	–	195
2025 Q1	$326K	Buy	1,824 +93	+5%	+$16.6K	0.04%	112
2024 Q4	$325K	Sell	1,731 -540	-24%	-$102K	0.04%	110
2024 Q3	$405K	Sell	2,271 -10	-0.4%	-$1.78K	0.05%	112
2024 Q2	$345K	Buy	2,281 +35	+2%	+$5.3K	0.05%	105
2024 Q1	$327K	Sell	2,246 -33	-1%	-$4.8K	0.05%	106
2023 Q4	$312K	Buy	2,279 +8	+0.4%	+$1.1K	0.05%	102
2023 Q3	$287K	Sell	2,271 -33	-1%	-$4.17K	0.05%	106
2023 Q2	$285K	Buy	2,304 +325	+16%	+$40.2K	0.05%	111
2023 Q1	$237K	Buy	1,979 +1,361	+220%	+$163K	0.05%	133
2022 Q4	$89.6K	Hold	618	–	–	0.02%	211
2022 Q3	$109K	Hold	618	–	–	0.02%	171
2022 Q2	$99K	Hold	618	–	–	0.02%	188
2022 Q1	$105K	Hold	618	–	–	0.02%	203
2021 Q4	$95K	Hold	618	–	–	0.01%	286
2021 Q3	$92K	Hold	618	–	–	0.02%	299
2021 Q2	$90K	Hold	618	–	–	0.01%	306
2021 Q1	$94K	Hold	618	–	–	0.02%	285
2020 Q4	$79K	Hold	618	–	–	0.02%	298
2020 Q3	$57K	Hold	618	–	–	0.01%	302
2020 Q2	$64K	Hold	618	–	–	0.01%	279
2020 Q1	$64K	Hold	618	–	–	0.02%	259
2019 Q4	$105K	Hold	618	–	–	0.02%	248
2019 Q3	$98K	Hold	618	–	–	0.03%	236
2019 Q2	$105K	Hold	618	–	–	0.03%	232
2019 Q1	$97K	Hold	618	–	–	0.03%	220
2018 Q4	$88K	Hold	618	–	–	0.03%	241
2018 Q3	$102K	Buy	+618	New	+$102K	0.03%	228
2018 Q2	–	Sell	-618	Closed	-$114K	–	688
2018 Q1	$114K	Hold	618	–	–	0.04%	227
2017 Q4	$106K	Hold	618	–	–	0.03%	226
2017 Q3	$100K	Hold	618	–	–	0.03%	161
2017 Q2	$100K	Hold	618	–	–	0.04%	222
2017 Q1	$96K	Hold	618	–	–	0.04%	217
2016 Q4	$97K	Hold	618	–	–	0.04%	217
2016 Q3	$72K	Hold	618	–	–	0.03%	234
2016 Q2	$73K	Hold	618	–	–	0.03%	223
2016 Q1	$69K	Hold	618	–	–	0.04%	167
2015 Q4	$75K	Hold	618	–	–	0.04%	173
2015 Q3	$75K	Hold	618	–	–	0.05%	162
2015 Q2	$77K	Hold	618	–	–	0.05%	159
2015 Q1	$78K	Hold	618	–	–	0.05%	160
2014 Q4	$78K	Hold	618	–	–	0.06%	153
2014 Q3	$76K	Hold	618	–	–	0.06%	156
2014 Q2	$77K	Hold	618	–	–	0.06%	150
2014 Q1	$75K	Hold	618	–	–	0.06%	137
2013 Q4	$72K	Buy	+618	New	+$72K	0.06%	145