GC Wealth Management RIA’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 | $350K | Buy |
1,805
+501
| +38% | +$97.2K | 0.03% | 403 |
|
|
2025
Q1 | $233K | Buy |
1,304
+101
| +8% | +$18.1K | 0.04% | 277 |
|
|
2024
Q4 | $226K | Sell |
1,203
-12
| -1% | -$2.26K | 0.04% | 265 |
|
|
2024
Q3 | $216K | Buy |
+1,215
| New | +$216K | 0.04% | 279 |
|
|
2024
Q2 | – | Sell |
-1,497
| Closed | -$218K | – | 277 |
|
|
2024
Q1 | $218K | Buy |
+1,497
| New | +$218K | 0.04% | 258 |
|