SVWAG
Sound View Wealth Advisors Group’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,597
-85
| -5% | -$16.5K | 0.02% | 342 |
|
|
2025
Q1 | $301K | Buy |
1,682
+153
| +10% | +$27.3K | 0.02% | 330 |
|
|
2024
Q4 | $287K | Sell |
1,529
-19
| -1% | -$3.57K | 0.02% | 344 |
|
|
2024
Q3 | $276K | Buy |
1,548
+94
| +6% | +$16.7K | 0.02% | 348 |
|
|
2024
Q2 | $220K | Buy |
1,454
+58
| +4% | +$8.78K | 0.02% | 342 |
|
|
2024
Q1 | $203K | Sell |
1,396
-99
| -7% | -$14.4K | 0.02% | 360 |
|
|
2023
Q4 | $205K | Sell |
1,495
-90
| -6% | -$12.3K | 0.02% | 370 |
|
|
2023
Q3 | $200K | Buy |
+1,585
| New | +$200K | 0.02% | 351 |
|
|
2023
Q1 | – | Sell |
-1,495
| Closed | -$205K | – | 400 |
|
|
2022
Q4 | $205K | Buy |
+1,495
| New | +$205K | 0.02% | 370 |
|
|
2021
Q4 | – | Sell |
-2,650
| Closed | -$396K | – | 296 |
|
|
2021
Q3 | $396K | Buy |
2,650
+930
| +54% | +$139K | 0.08% | 197 |
|
|
2021
Q2 | $250K | Buy |
+1,720
| New | +$250K | 0.05% | 252 |
|