WealthCare Investment Partners’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 | $339K | Sell |
1,674
-347
| -17% | -$70.3K | 0.12% | 122 |
|
|
2025
Q1 | $317K | Buy |
2,021
+15
| +0.7% | +$2.35K | 0.13% | 113 |
|
|
2024
Q4 | $379K | Buy |
2,006
+23
| +1% | +$4.34K | 0.17% | 107 |
|
|
2024
Q3 | $353K | Sell |
1,983
-537
| -21% | -$95.5K | 0.15% | 103 |
|
|
2024
Q2 | $381K | Buy |
2,520
+46
| +2% | +$6.96K | 0.18% | 97 |
|
|
2024
Q1 | $360K | Hold |
2,474
| – | – | 0.17% | 97 |
|
|
2023
Q4 | $342K | Buy |
2,474
+23
| +0.9% | +$3.18K | 0.19% | 93 |
|
|
2023
Q3 | $299K | Hold |
2,451
| – | – | 0.18% | 88 |
|
|
2023
Q2 | $308K | Buy |
2,451
+25
| +1% | +$3.14K | 0.18% | 87 |
|
|
2023
Q1 | $290K | Buy |
2,426
+76
| +3% | +$9.09K | 0.18% | 95 |
|
|
2022
Q4 | $341K | Buy |
2,350
+19
| +0.8% | +$2.76K | 0.23% | 80 |
|
|
2022
Q3 | $411K | Buy |
2,331
+16
| +0.7% | +$2.82K | 0.34% | 71 |
|
|
2022
Q2 | $369K | Buy |
2,315
+17
| +0.7% | +$2.71K | 0.32% | 72 |
|
|
2022
Q1 | $367K | Buy |
+2,298
| New | +$367K | 0.33% | 69 |
|