Spire Wealth 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
Q2 | $41.1K | Sell |
212
-2
| -0.9% | -$388 | ﹤0.01% | 1275 |
|
|
2025
Q1 | $38.3K | Sell |
214
-440
| -67% | -$78.7K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $123K | Buy |
+654
| New | +$123K | ﹤0.01% | 966 |
|
|
2022
Q2 | – | Sell |
-829
| Closed | -$141K | – | 2777 |
|
|
2022
Q1 | $141K | Sell |
829
-67
| -7% | -$11.4K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $138K | Buy |
896
+69
| +8% | +$10.6K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $124K | Buy |
827
+1
| +0.1% | +$150 | ﹤0.01% | 1116 |
|
|
2021
Q2 | $120K | Sell |
826
-39
| -5% | -$5.67K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $131K | Buy |
+865
| New | +$131K | ﹤0.01% | 1267 |
|