TrueWealth Advisors’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 | $229K | Hold |
1,180
| – | – | 0.07% | 204 |
|
|
2025
Q1 | $211K | Hold |
1,180
| – | – | 0.07% | 199 |
|
|
2024
Q4 | $222K | Hold |
1,180
| – | – | 0.07% | 206 |
|
|
2024
Q3 | $210K | Buy |
+1,180
| New | +$210K | 0.07% | 219 |
|
|
2022
Q4 | – | Sell |
-1,180
| Closed | -$208K | – | 185 |
|
|
2022
Q3 | $208K | Buy |
+1,180
| New | +$208K | 0.1% | 154 |
|