GeoWealth 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 | $299K | Sell |
1,539
-16
| -1% | -$3.1K | 0.01% | 542 |
|
|
2025
Q1 | $278K | Sell |
1,555
-402
| -21% | -$71.9K | 0.01% | 574 |
|
|
2024
Q4 | $368K | Sell |
1,957
-128
| -6% | -$24.1K | 0.01% | 561 |
|
|
2024
Q3 | $371K | Sell |
2,085
-133
| -6% | -$23.7K | 0.01% | 540 |
|
|
2024
Q2 | $336K | Buy |
2,218
+103
| +5% | +$15.6K | 0.01% | 548 |
|
|
2024
Q1 | $308K | Buy |
2,115
+35
| +2% | +$5.09K | 0.01% | 567 |
|
|
2023
Q4 | $285K | Buy |
+2,080
| New | +$285K | 0.02% | 425 |
|