Strait & Sound 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 | $250K | Sell |
1,290
-30
| -2% | -$5.82K | 0.11% | 128 |
|
|
2025
Q1 | $236K | Sell |
1,320
-615
| -32% | -$110K | 0.11% | 132 |
|
|
2024
Q4 | $364K | Hold |
1,935
| – | – | 0.17% | 98 |
|
|
2024
Q3 | $345K | Sell |
1,935
-1,015
| -34% | -$181K | 0.17% | 96 |
|
|
2024
Q2 | $447K | Sell |
2,950
-145
| -5% | -$21.9K | 0.23% | 74 |
|
|
2024
Q1 | $418K | Hold |
3,095
| – | – | 0.23% | 70 |
|
|
2023
Q4 | $405K | Sell |
3,095
-40
| -1% | -$5.24K | 0.25% | 73 |
|
|
2023
Q3 | $396K | Buy |
+3,135
| New | +$396K | 0.34% | 68 |
|