Blue Bell Private Wealth Management’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.6K	Hold	182	–	–	0.01%	438
2025 Q4	$36.7K	Hold	182	–	–	0.01%	437
2025 Q3	$36K	Buy	182 +11	+6%	+$2.16K	0.01%	432
2025 Q2	$33.2K	Sell	171 -11	-6%	-$1.94K	0.01%	424
2025 Q1	$32.5K	Hold	182	–	–	0.01%	420
2024 Q4	$34.2K	Hold	182	–	–	0.01%	399
2024 Q3	$32.4K	Hold	182	–	–	0.01%	414
2024 Q2	$27.5K	Hold	182	–	–	0.01%	428
2024 Q1	$26.5K	Buy	182 +4	+2%	+$554	0.01%	432
2023 Q4	$24.4K	Buy	178 +58	+48%	+$7.29K	0.01%	410
2023 Q3	$15.2K	Sell	120 -11	-8%	-$1.44K	﹤0.01%	388
2023 Q2	$16.2K	Buy	131 +11	+9%	+$1.33K	﹤0.01%	371
2023 Q1	$14.3K	Sell	120 -11	-8%	-$1.6K	﹤0.01%	347
2022 Q4	$19K	Hold	131	–	–	0.01%	317
2022 Q3	$23K	Hold	131	–	–	0.01%	289
2022 Q2	$21K	Hold	131	–	–	0.01%	305
2022 Q1	$22K	Buy	131 +11	+9%	+$1.94K	0.01%	315
2021 Q4	$18K	Buy	+120	New	+$18.4K	﹤0.01%	317