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