LWAM
Legacy Wealth Asset Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
2,932
-28
| -0.9% | -$5.43K | 0.14% | 224 |
|
|
2025
Q1 | $529K | Sell |
2,960
-9
| -0.3% | -$1.61K | 0.15% | 228 |
|
|
2024
Q4 | $558K | Sell |
2,969
-10
| -0.3% | -$1.88K | 0.15% | 221 |
|
|
2024
Q3 | $531K | Sell |
2,979
-19
| -0.6% | -$3.38K | 0.14% | 237 |
|
|
2024
Q2 | $454K | Buy |
2,998
+222
| +8% | +$33.6K | 0.13% | 254 |
|
|
2024
Q1 | $404K | Buy |
2,776
+42
| +2% | +$6.11K | 0.11% | 263 |
|
|
2023
Q4 | $375K | Buy |
2,734
+29
| +1% | +$3.98K | 0.12% | 260 |
|
|
2023
Q3 | $342K | Buy |
2,705
+19
| +0.7% | +$2.4K | 0.13% | 260 |
|
|
2023
Q2 | $332K | Buy |
+2,686
| New | +$332K | 0.12% | 276 |
|