Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,911
+11
| +0.6% | +$2.13K | 0.01% | 874 |
|
|
2025
Q1 | $340K | Buy |
1,900
+40
| +2% | +$7.15K | 0.01% | 843 |
|
|
2024
Q4 | $350K | Buy |
1,860
+75
| +4% | +$14.1K | 0.01% | 841 |
|
|
2024
Q3 | $318K | Buy |
1,785
+110
| +7% | +$19.6K | 0.01% | 870 |
|
|
2024
Q2 | $254K | Hold |
1,675
| – | – | 0.01% | 903 |
|
|
2024
Q1 | $244K | Buy |
1,675
+26
| +2% | +$3.78K | 0.01% | 897 |
|
|
2023
Q4 | $226K | Sell |
1,649
-16
| -1% | -$2.19K | 0.01% | 862 |
|
|
2023
Q3 | $211K | Buy |
+1,665
| New | +$211K | 0.01% | 870 |
|
|
2023
Q2 | – | Sell |
-1,912
| Closed | -$229K | – | 954 |
|
|
2023
Q1 | $229K | Buy |
1,912
+30
| +2% | +$3.59K | 0.01% | 799 |
|
|
2022
Q4 | $273K | Sell |
1,882
-135
| -7% | -$19.6K | 0.01% | 696 |
|
|
2022
Q3 | $356K | Sell |
2,017
-515
| -20% | -$90.9K | 0.02% | 591 |
|
|
2022
Q2 | $404K | Buy |
2,532
+927
| +58% | +$148K | 0.02% | 584 |
|
|
2022
Q1 | $272K | Buy |
+1,605
| New | +$272K | 0.01% | 729 |
|
|
2020
Q3 | – | Sell |
-2,164
| Closed | -$225K | – | 634 |
|
|
2020
Q2 | $225K | Buy |
+2,164
| New | +$225K | 0.02% | 500 |
|
|
2020
Q1 | – | Sell |
-1,426
| Closed | -$242K | – | 512 |
|
|
2019
Q4 | $242K | Buy |
+1,426
| New | +$242K | 0.03% | 409 |
|