Kingswood Wealth Advisors’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 | $330K | Buy |
1,700
+59
| +4% | +$11.4K | 0.03% | 542 |
|
|
2025
Q1 | $293K | Sell |
1,641
-347
| -17% | -$61.9K | 0.03% | 557 |
|
|
2024
Q4 | $374K | Sell |
1,988
-1,428
| -42% | -$269K | 0.03% | 530 |
|
|
2024
Q3 | $607K | Buy |
3,416
+306
| +10% | +$54.4K | 0.04% | 406 |
|
|
2024
Q2 | $471K | Buy |
+3,110
| New | +$471K | 0.04% | 409 |
|
|
2024
Q1 | – | Sell |
-3,491
| Closed | -$479K | – | 668 |
|
|
2023
Q4 | $479K | Buy |
+3,491
| New | +$479K | 0.05% | 355 |
|