Integrated Wealth Concepts’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 | $1.32M | Sell |
6,812
-703
| -9% | -$136K | 0.01% | 786 |
|
|
2025
Q1 | $1.34M | Sell |
7,515
-1,578
| -17% | -$282K | 0.02% | 700 |
|
|
2024
Q4 | $1.71M | Sell |
9,093
-586
| -6% | -$110K | 0.02% | 616 |
|
|
2024
Q3 | $1.72M | Buy |
9,679
+2,815
| +41% | +$501K | 0.02% | 588 |
|
|
2024
Q2 | $1.04M | Buy |
6,864
+529
| +8% | +$80.1K | 0.01% | 743 |
|
|
2024
Q1 | $921K | Sell |
6,335
-2,682
| -30% | -$390K | 0.01% | 785 |
|
|
2023
Q4 | $1.24M | Buy |
9,017
+1,708
| +23% | +$234K | 0.02% | 642 |
|
|
2023
Q3 | $924K | Sell |
7,309
-121
| -2% | -$15.3K | 0.02% | 724 |
|
|
2023
Q2 | $920K | Buy |
7,430
+226
| +3% | +$28K | 0.02% | 712 |
|
|
2023
Q1 | $861K | Buy |
7,204
+5,489
| +320% | +$656K | 0.02% | 670 |
|
|
2022
Q4 | $249K | Buy |
1,715
+16
| +0.9% | +$2.32K | 0.01% | 875 |
|
|
2022
Q3 | $300K | Hold |
1,699
| – | – | 0.01% | 731 |
|
|
2022
Q2 | $271K | Buy |
+1,699
| New | +$271K | 0.01% | 790 |
|