Novak & Powell Financial Services’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 | $324K | Buy |
1,668
+9
| +0.5% | +$1.75K | 0.22% | 98 |
|
|
2025
Q1 | $297K | Buy |
1,659
+9
| +0.5% | +$1.61K | 0.18% | 110 |
|
|
2024
Q4 | $310K | Buy |
1,650
+8
| +0.5% | +$1.5K | 0.18% | 103 |
|
|
2024
Q3 | $292K | Buy |
1,642
+9
| +0.6% | +$1.6K | 0.17% | 112 |
|
|
2024
Q2 | $247K | Buy |
1,633
+21
| +1% | +$3.18K | 0.15% | 117 |
|
|
2024
Q1 | $234K | Hold |
1,612
| – | – | 0.18% | 116 |
|
|
2023
Q4 | $221K | Buy |
+1,612
| New | +$221K | 0.15% | 123 |
|