Synergy Asset 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 | – | Sell |
-10,221
| Closed | -$1.83M | – | 557 |
|
|
2024
Q4 | $1.83M | Buy |
10,221
+1,083
| +12% | +$194K | 0.14% | 89 |
|
|
2024
Q3 | $1.63M | Sell |
9,138
-10,057
| -52% | -$1.79M | 0.25% | 66 |
|
|
2024
Q2 | $2.91M | Buy |
19,195
+317
| +2% | +$48K | 0.45% | 52 |
|
|
2024
Q1 | $2.75M | Buy |
+18,878
| New | +$2.75M | 0.47% | 63 |
|