Western 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
Q2 | $634K | Hold |
3,270
| – | – | 0.04% | 358 |
|
|
2025
Q1 | $584K | Buy |
3,270
+101
| +3% | +$18.1K | 0.04% | 348 |
|
|
2024
Q4 | $596K | Hold |
3,169
| – | – | 0.04% | 339 |
|
|
2024
Q3 | $564K | Hold |
3,169
| – | – | 0.03% | 432 |
|
|
2024
Q2 | $480K | Sell |
3,169
-13
| -0.4% | -$1.97K | 0.04% | 378 |
|
|
2024
Q1 | $463K | Buy |
3,182
+32
| +1% | +$4.65K | 0.04% | 385 |
|
|
2023
Q4 | $432K | Hold |
3,150
| – | – | 0.03% | 453 |
|
|
2023
Q3 | $398K | Buy |
+3,150
| New | +$398K | 0.03% | 436 |
|