Premier Path Wealth Partners’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 | $373K | Buy |
1,923
+14
| +0.7% | +$2.72K | 0.05% | 287 |
|
|
2025
Q1 | $341K | Buy |
1,909
+52
| +3% | +$9.3K | 0.05% | 286 |
|
|
2024
Q4 | $349K | Buy |
1,857
+31
| +2% | +$5.83K | 0.05% | 275 |
|
|
2024
Q3 | $325K | Buy |
1,826
+80
| +5% | +$14.3K | 0.05% | 289 |
|
|
2024
Q2 | $264K | Buy |
1,746
+46
| +3% | +$6.96K | 0.05% | 314 |
|
|
2024
Q1 | $247K | Buy |
1,700
+110
| +7% | +$16K | 0.05% | 300 |
|
|
2023
Q4 | $209K | Buy |
+1,590
| New | +$209K | 0.05% | 321 |
|