Impact Partnership Wealth’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 | $439K | Sell |
2,263
-405
| -15% | -$78.6K | 0.08% | 156 |
|
|
2025
Q1 | $477K | Buy |
+2,668
| New | +$477K | 0.1% | 119 |
|
|
2024
Q3 | – | Sell |
-4,277
| Closed | -$647K | – | 270 |
|
|
2024
Q2 | $647K | Buy |
4,277
+696
| +19% | +$105K | 0.17% | 79 |
|
|
2024
Q1 | $521K | Sell |
3,581
-651
| -15% | -$94.7K | 0.21% | 70 |
|
|
2023
Q4 | $580K | Buy |
4,232
+1,286
| +44% | +$176K | 0.21% | 65 |
|
|
2023
Q3 | $373K | Buy |
+2,946
| New | +$373K | 0.12% | 95 |
|