KWMG

King Wealth Management Group’s M&T Bank MTB Stock Holding History

King Wealth Management Group’s Portfolio MTB Stock Details MTB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Hold	2,314	–	–	0.06%	103
2025 Q1	$414K	Hold	2,314	–	–	0.06%	103
2024 Q4	$435K	Sell	2,314 -147	-6%	-$27.6K	0.06%	98
2024 Q3	$438K	Hold	2,461	–	–	0.07%	96
2024 Q2	$372K	Hold	2,461	–	–	0.06%	103
2024 Q1	$358K	Hold	2,461	–	–	0.06%	100
2023 Q4	$337K	Hold	2,461	–	–	0.07%	102
2023 Q3	$311K	Sell	2,461 -54	-2%	-$6.82K	0.07%	107
2023 Q2	$311K	Hold	2,515	–	–	0.06%	111
2023 Q1	$301K	Hold	2,515	–	–	0.07%	112
2022 Q4	$365K	Hold	2,515	–	–	0.09%	102
2022 Q3	$443K	Hold	2,515	–	–	0.11%	87
2022 Q2	$401K	Buy	2,515 +94	+4%	+$15K	0.1%	96
2022 Q1	$410K	Sell	2,421 -54	-2%	-$9.15K	0.08%	103
2021 Q4	$380K	Hold	2,475	–	–	0.07%	118
2021 Q3	$370K	Hold	2,475	–	–	0.08%	118
2021 Q2	$360K	Hold	2,475	–	–	0.07%	122
2021 Q1	$375K	Hold	2,475	–	–	0.08%	115
2020 Q4	$315K	Hold	2,475	–	–	0.07%	123
2020 Q3	$228K	Sell	2,475 -244	-9%	-$22.5K	0.06%	146
2020 Q2	$283K	Sell	2,719 -119	-4%	-$12.4K	0.08%	116
2020 Q1	$294K	Hold	2,838	–	–	0.13%	98
2019 Q4	$482K	Hold	2,838	–	–	0.13%	74
2019 Q3	$448K	Sell	2,838 -144	-5%	-$22.7K	0.13%	71
2019 Q2	$507K	Hold	2,982	–	–	0.15%	67
2019 Q1	$468K	Hold	2,982	–	–	0.15%	70
2018 Q4	$427K	Sell	2,982 -1,110	-27%	-$159K	0.15%	69
2018 Q3	$673K	Hold	4,092	–	–	0.21%	55
2018 Q2	$696K	Hold	4,092	–	–	0.24%	51
2018 Q1	$754K	Buy	+4,092	New	+$754K	0.27%	51
2017 Q4	–	Sell	-4,048	Closed	-$652K	–	128
2017 Q3	$652K	Buy	4,048 +478	+13%	+$77K	0.24%	59
2017 Q2	$578K	Sell	3,570 -150	-4%	-$24.3K	0.23%	61
2017 Q1	$576K	Sell	3,720 -108	-3%	-$16.7K	0.24%	62
2016 Q4	$599K	Buy	3,828 +687	+22%	+$108K	0.27%	56
2016 Q3	$365K	Sell	3,141 -158	-5%	-$18.4K	0.18%	71
2016 Q2	$390K	Hold	3,299	–	–	0.21%	60
2016 Q1	$366K	Sell	3,299 -227	-6%	-$25.2K	0.2%	63
2015 Q4	$427K	Buy	+3,526	New	+$427K	0.24%	63