Heartwood Wealth Advisors’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 | $227K | Sell |
1,170
-10
| -0.8% | -$1.94K | 0.02% | 175 |
|
|
2025
Q1 | $211K | Hold |
1,180
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $222K | Hold |
1,180
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $210K | Buy |
+1,180
| New | +$210K | 0.02% | 169 |
|
|
2023
Q1 | – | Sell |
-1,390
| Closed | -$202K | – | 137 |
|
|
2022
Q4 | $202K | Hold |
1,390
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $245K | Sell |
1,390
-5
| -0.4% | -$881 | 0.04% | 102 |
|
|
2022
Q2 | $222K | Buy |
+1,395
| New | +$222K | 0.04% | 107 |
|