Avantax Planning Partners’s M&T Bank MTB Stock Holding History

Avantax Planning Partners’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
2025 Q3	$3.76M	Buy
2025 Q2	$3.48M	Buy
2025 Q1	$2.99M	Buy
2024 Q4	$263K	Buy
2024 Q3	$248K	Sell
2024 Q2	$221K	Hold
2024 Q1	$212K	Buy
2018 Q4	–	Sell
2018 Q3	$32K	Buy
2018 Q2	–	Sell
2018 Q1	$38K	Buy