Modern Wealth Management’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 | $955K | Buy |
4,923
+103
| +2% | +$20K | 0.02% | 370 |
|
|
2025
Q1 | $862K | Sell |
4,820
-34
| -0.7% | -$6.08K | 0.03% | 325 |
|
|
2024
Q4 | $913K | Buy |
4,854
+6
| +0.1% | +$1.13K | 0.03% | 265 |
|
|
2024
Q3 | $864K | Buy |
4,848
+125
| +3% | +$22.3K | 0.05% | 180 |
|
|
2024
Q2 | $715K | Sell |
4,723
-54
| -1% | -$8.17K | 0.05% | 169 |
|
|
2024
Q1 | $695K | Buy |
+4,777
| New | +$695K | 0.06% | 141 |
|