HB Wealth 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 | $702K | Sell |
3,617
-441
| -11% | -$85.6K | 0.01% | 617 |
|
|
2025
Q1 | $726K | Buy |
4,058
+1,386
| +52% | +$248K | 0.01% | 626 |
|
|
2024
Q4 | $502K | Buy |
2,672
+170
| +7% | +$32K | 0.01% | 613 |
|
|
2024
Q3 | $446K | Buy |
2,502
+279
| +13% | +$49.7K | ﹤0.01% | 619 |
|
|
2024
Q2 | $337K | Buy |
2,223
+295
| +15% | +$44.7K | ﹤0.01% | 664 |
|
|
2024
Q1 | $280K | Buy |
1,928
+165
| +9% | +$24K | ﹤0.01% | 679 |
|
|
2023
Q4 | $242K | Buy |
1,763
+27
| +2% | +$3.7K | ﹤0.01% | 683 |
|
|
2023
Q3 | $219K | Buy |
+1,736
| New | +$219K | ﹤0.01% | 674 |
|