TritonPoint Wealth’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 | $485K | Sell |
2,499
-574
| -19% | -$111K | 0.04% | 218 |
|
2025
Q1 | $549K | Buy |
3,073
+92
| +3% | +$16.4K | 0.05% | 205 |
|
2024
Q4 | $561K | Buy |
2,981
+5
| +0.2% | +$940 | 0.05% | 197 |
|
2024
Q3 | $522K | Sell |
2,976
-417
| -12% | -$73.2K | 0.05% | 205 |
|
2024
Q2 | $514K | Sell |
3,393
-440
| -11% | -$66.6K | 0.05% | 199 |
|
2024
Q1 | $510K | Buy |
3,833
+87
| +2% | +$11.6K | 0.05% | 203 |
|
2023
Q4 | $513K | Buy |
+3,746
| New | +$513K | 0.05% | 213 |
|