Smallwood Wealth Investment Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
|
|||||
|
2025
Q2 | $296K | Buy |
|
|||||
|
2025
Q1 | $272K | Hold |
|
|||||
|
2024
Q4 | $286K | Hold |
|
|||||
|
2024
Q3 | $271K | Sell |
|
|||||
|
2024
Q2 | $1.33M | Sell |
|
|||||
|
2024
Q1 | $2.09M | Hold |
|
|||||
|
2023
Q4 | $1.97M | Hold |
|
|||||
|
2023
Q3 | $1.82M | Hold |
|
|||||
|
2023
Q2 | $1.78M | Hold |
|
|||||
|
2023
Q1 | $1.72M | Sell |
|
|||||
|
2022
Q4 | $2.63M | Hold |
|
|||||
|
2022
Q3 | $3.2M | Hold |
|
|||||
|
2022
Q2 | $2.89M | Buy |
|
|||||
|
2022
Q1 | $3.07M | Sell |
|
|||||
|
2021
Q4 | $2.86M | Buy |
|