OBWG
Onyx Bridge Wealth Group’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
2,832
+6
| +0.2% | +$1.16K | 0.07% | 160 |
|
|
2025
Q1 | $505K | Hold |
2,826
| – | – | 0.07% | 156 |
|
|
2024
Q4 | $531K | Hold |
2,826
| – | – | 0.08% | 149 |
|
|
2024
Q3 | $503K | Buy |
2,826
+1
| +0% | +$178 | 0.08% | 158 |
|
|
2024
Q2 | $428K | Hold |
2,825
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $414K | Sell |
2,825
-946
| -25% | -$138K | 0.07% | 162 |
|
|
2023
Q4 | $517K | Hold |
3,771
| – | – | 0.1% | 129 |
|
|
2023
Q3 | $477K | Hold |
3,771
| – | – | 0.11% | 135 |
|
|
2023
Q2 | $467K | Sell |
3,771
-811
| -18% | -$100K | 0.11% | 131 |
|
|
2023
Q1 | $548K | Sell |
4,582
-22
| -0.5% | -$2.63K | 0.22% | 83 |
|
|
2022
Q4 | $691K | Hold |
4,604
| – | – | 0.28% | 54 |
|
|
2022
Q3 | $823K | Sell |
4,604
-1
| -0% | -$179 | 0.38% | 43 |
|
|
2022
Q2 | $778K | Hold |
4,605
| – | – | 0.35% | 40 |
|
|
2022
Q1 | $789K | Sell |
4,605
-8
| -0.2% | -$1.37K | 0.3% | 39 |
|
|
2021
Q4 | $730K | Buy |
4,613
+15
| +0.3% | +$2.37K | 0.25% | 50 |
|
|
2021
Q3 | $694K | Buy |
4,598
+247
| +6% | +$37.3K | 0.26% | 46 |
|
|
2021
Q2 | $595K | Hold |
4,351
| – | – | 0.26% | 41 |
|
|
2021
Q1 | $660K | Hold |
4,351
| – | – | 0.33% | 37 |
|
|
2020
Q4 | $554K | Buy |
+4,351
| New | +$554K | 0.36% | 38 |
|