LWM
Lodestone Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
2,990
+88
| +3% | +$16.6K | 0.27% | 91 |
|
|
2025
Q1 | $519K | Sell |
2,902
-654
| -18% | -$117K | 0.28% | 87 |
|
|
2024
Q4 | $669K | Sell |
3,556
-64
| -2% | -$12K | 0.34% | 76 |
|
|
2024
Q3 | $645K | Buy |
3,620
+7
| +0.2% | +$1.25K | 0.32% | 75 |
|
|
2024
Q2 | $547K | Buy |
3,613
+1
| +0% | +$151 | 0.29% | 83 |
|
|
2024
Q1 | $525K | Hold |
3,612
| – | – | 0.28% | 86 |
|
|
2023
Q4 | $495K | Buy |
+3,612
| New | +$495K | 0.29% | 82 |
|