PWM
Prentice 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 | $397K | Hold |
2,045
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $366K | Hold |
2,045
| – | – | 0.11% | 90 |
|
|
2024
Q4 | $384K | Hold |
2,045
| – | – | 0.11% | 89 |
|
|
2024
Q3 | $364K | Hold |
2,045
| – | – | 0.11% | 90 |
|
|
2024
Q2 | $310K | Hold |
2,045
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $297K | Hold |
2,045
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $280K | Hold |
2,045
| – | – | 0.11% | 92 |
|
|
2023
Q3 | $259K | Hold |
2,045
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $253K | Hold |
2,045
| – | – | 0.11% | 89 |
|
|
2023
Q1 | $245K | Sell |
2,045
-73
| -3% | -$8.73K | 0.12% | 91 |
|
|
2022
Q4 | $307K | Hold |
2,118
| – | – | 0.15% | 74 |
|
|
2022
Q3 | $373K | Buy |
2,118
+73
| +4% | +$12.9K | 0.2% | 49 |
|
|
2022
Q2 | $326K | Hold |
2,045
| – | – | 0.33% | 34 |
|
|
2022
Q1 | $347K | Hold |
2,045
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $314K | Hold |
2,045
| – | – | 0.15% | 69 |
|
|
2021
Q3 | $305K | Hold |
2,045
| – | – | 0.15% | 68 |
|
|
2021
Q2 | $297K | Buy |
2,045
+1,971
| +2,664% | +$286K | 0.15% | 69 |
|
|
2021
Q1 | $11K | Buy |
+74
| New | +$11K | 0.01% | 242 |
|