Venturi 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
Q1 | – | Sell |
-619
| Closed | -$116K | – | 1365 |
|
|
2024
Q4 | $116K | Buy |
619
+131
| +27% | +$24.6K | 0.01% | 709 |
|
|
2024
Q3 | $86.9K | Buy |
488
+198
| +68% | +$35.3K | ﹤0.01% | 602 |
|
|
2024
Q2 | $43.9K | Buy |
290
+193
| +199% | +$29.2K | ﹤0.01% | 703 |
|
|
2024
Q1 | $14.1K | Buy |
97
+36
| +59% | +$5.24K | ﹤0.01% | 838 |
|
|
2023
Q4 | $8.36K | Buy |
61
+24
| +65% | +$3.29K | ﹤0.01% | 910 |
|
|
2023
Q3 | $4.68K | Buy |
37
+34
| +1,133% | +$4.3K | ﹤0.01% | 999 |
|
|
2023
Q2 | $372 | Buy |
+3
| New | +$372 | ﹤0.01% | 1096 |
|