MWM
Mascoma 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 | $47.8K | Buy |
246
+1
| +0.4% | +$194 | 0.01% | 192 |
|
|
2025
Q1 | $43.8K | Buy |
245
+2
| +0.8% | +$357 | 0.01% | 199 |
|
|
2024
Q4 | $45.7K | Buy |
243
+1
| +0.4% | +$188 | 0.01% | 206 |
|
|
2024
Q3 | $43.1K | Buy |
242
+32
| +15% | +$5.7K | 0.01% | 205 |
|
|
2024
Q2 | $31.8K | Sell |
210
-190
| -48% | -$28.8K | 0.01% | 232 |
|
|
2024
Q1 | $58.2K | Sell |
400
-1
| -0.2% | -$146 | 0.02% | 170 |
|
|
2023
Q4 | $55K | Buy |
401
+206
| +106% | +$28.3K | 0.02% | 180 |
|
|
2023
Q3 | $24.7K | Hold |
195
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $27.2K | Sell |
195
-282
| -59% | -$39.3K | 0.01% | 241 |
|
|
2023
Q1 | $60K | Hold |
477
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $69.2K | Buy |
477
+260
| +120% | +$37.7K | 0.02% | 200 |
|
|
2022
Q3 | $38K | Sell |
217
-217
| -50% | -$38K | 0.01% | 270 |
|
|
2022
Q2 | $69K | Buy |
+434
| New | +$69K | 0.02% | 215 |
|