Marcum Wealth’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
Q1 | $220K | Buy |
1,231
+57
| +5% | +$10.2K | 0.02% | 350 |
|
|
2024
Q4 | $221K | Sell |
1,174
-222
| -16% | -$41.7K | 0.02% | 345 |
|
|
2024
Q3 | $249K | Buy |
1,396
+7
| +0.5% | +$1.25K | 0.02% | 326 |
|
|
2024
Q2 | $210K | Buy |
+1,389
| New | +$210K | 0.02% | 331 |
|
|
2022
Q4 | – | Sell |
-1,537
| Closed | -$271K | – | 391 |
|
|
2022
Q3 | $271K | Buy |
1,537
+29
| +2% | +$5.11K | 0.04% | 251 |
|
|
2022
Q2 | $240K | Buy |
1,508
+54
| +4% | +$8.59K | 0.04% | 266 |
|
|
2022
Q1 | $246K | Buy |
+1,454
| New | +$246K | 0.03% | 284 |
|
|
2021
Q4 | – | Sell |
-1,442
| Closed | -$215K | – | 401 |
|
|
2021
Q3 | $215K | Sell |
1,442
-101
| -7% | -$15.1K | 0.03% | 293 |
|
|
2021
Q2 | $224K | Buy |
+1,543
| New | +$224K | 0.04% | 263 |
|