HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-57
| Closed | -$10.2K | – | 602 |
|
|
2024
Q3 | $10.2K | Sell |
57
-10
| -15% | -$1.78K | 0.01% | 298 |
|
|
2024
Q2 | $10.1K | Buy |
67
+6
| +10% | +$908 | 0.01% | 278 |
|
|
2024
Q1 | $3.35K | Buy |
61
+28
| +85% | +$1.54K | ﹤0.01% | 411 |
|
|
2023
Q4 | $4.52K | Hold |
33
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $4.17K | Sell |
33
-20
| -38% | -$2.53K | ﹤0.01% | 379 |
|
|
2023
Q2 | $6.56K | Hold |
53
| – | – | ﹤0.01% | 318 |
|
|
2023
Q1 | $6.34K | Hold |
53
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $7.69K | Sell |
53
-7
| -12% | -$1.02K | 0.01% | 289 |
|
|
2022
Q3 | $11K | Sell |
60
-8
| -12% | -$1.47K | 0.01% | 232 |
|
|
2022
Q2 | $11K | Buy |
68
+9
| +15% | +$1.46K | 0.01% | 232 |
|
|
2022
Q1 | $10K | Hold |
59
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $9K | Buy |
59
+4
| +7% | +$610 | 0.01% | 279 |
|
|
2021
Q3 | $8K | Buy |
+55
| New | +$8K | 0.01% | 286 |
|