Smallwood Wealth Investment 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
Q1 | $272K | Hold |
1,523
| – | – | 0.17% | 64 |
|
|
2024
Q4 | $286K | Hold |
1,523
| – | – | 0.2% | 62 |
|
|
2024
Q3 | $271K | Sell |
1,523
-7,275
| -83% | -$1.3M | 0.19% | 60 |
|
|
2024
Q2 | $1.33M | Sell |
8,798
-5,565
| -39% | -$842K | 1.03% | 20 |
|
|
2024
Q1 | $2.09M | Hold |
14,363
| – | – | 1.62% | 14 |
|
|
2023
Q4 | $1.97M | Hold |
14,363
| – | – | 1.63% | 14 |
|
|
2023
Q3 | $1.82M | Hold |
14,363
| – | – | 1.65% | 15 |
|
|
2023
Q2 | $1.78M | Hold |
14,363
| – | – | 1.58% | 15 |
|
|
2023
Q1 | $1.72M | Sell |
14,363
-3,795
| -21% | -$454K | 1.63% | 15 |
|
|
2022
Q4 | $2.63M | Hold |
18,158
| – | – | 2.23% | 9 |
|
|
2022
Q3 | $3.2M | Hold |
18,158
| – | – | 2.88% | 8 |
|
|
2022
Q2 | $2.89M | Buy |
18,158
+46
| +0.3% | +$7.33K | 2.93% | 7 |
|
|
2022
Q1 | $3.07M | Sell |
18,112
-518
| -3% | -$87.8K | 2.9% | 7 |
|
|
2021
Q4 | $2.86M | Buy |
+18,630
| New | +$2.86M | 2.66% | 7 |
|