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Wedmont Private Capital’s M&T Bank MTB Stock Holding History

Wedmont Private Capital’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
4,405
+45
+1% +$9.84K 0.03% 329
2026
Q1 		$955K Buy
4,360
+249
+6% +$53.6K 0.03% 332
2025
Q4 		$862K Sell
4,111
-115
-3% -$22K 0.03% 326
2025
Q3 		$801K Buy
4,226
+66
+2% +$13K 0.03% 326
2025
Q2 		$834K Sell
4,160
-19
-0.5% -$3.35K 0.04% 300
2025
Q1 		$660K Sell
4,179
-126
-3% -$23.9K 0.03% 313
2024
Q4 		$808K Buy
4,305
+189
+5% +$37.6K 0.04% 270
2024
Q3 		$732K Buy
4,116
+351
+9% +$58.2K 0.04% 272
2024
Q2 		$584K Buy
3,765
+424
+13% +$61.9K 0.04% 305
2024
Q1 		$470K Sell
3,341
-116
-3% -$16.1K 0.03% 333
2023
Q4 		$477K Buy
3,457
+1,447
+72% +$182K 0.04% 322
2023
Q3 		$252K Buy
+2,010
New +$262K 0.03% 422
2022
Q4 		– Sell
-2,072
Closed -$365K – 461
2022
Q3 		$365K Buy
+2,072
New +$367K 0.07% 212

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CNB
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CIC
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CAMG
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SW
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Handelsbanken Fonder
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QCM
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RP
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