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Whipplewood Advisors’s M&T Bank MTB Stock Holding History

Whipplewood Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.01K Sell
31
-33
-52% -$6.4K ﹤0.01% 658
2025
Q1 		$4.83K Sell
64
-5
-7% -$377 ﹤0.01% 704
2024
Q4 		$13K Buy
+69
New +$13K 0.01% 516