CFS Investment Advisory Services’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	$604K	Buy	2,761 +122	+5%	+$26.3K	0.04%	235
2025 Q4	$532K	Hold	2,639	–	–	0.04%	233
2025 Q3	$489K	Buy	2,639 +114	+5%	+$22.4K	0.04%	237
2025 Q2	$490K	Buy	2,525 +24	+1%	+$4.24K	0.04%	229
2025 Q1	$447K	Buy	2,501 +6	+0.2%	+$1.14K	0.04%	226
2024 Q4	$469K	Buy	2,495 +4	+0.2%	+$795	0.04%	218
2024 Q3	$444K	Buy	2,491 +17	+0.7%	+$2.82K	0.04%	214
2024 Q2	$374K	Sell	2,474 -114	-4%	-$16.7K	0.03%	202
2024 Q1	$376K	Sell	2,588 -138	-5%	-$19.1K	0.06%	124
2023 Q4	$374K	Sell	2,726 -430	-14%	-$54K	0.07%	117
2023 Q3	$399K	Buy	3,156 +288	+10%	+$37.6K	0.06%	132
2023 Q2	$355K	Buy	2,868 +63	+2%	+$7.62K	0.05%	197
2023 Q1	$335K	Sell	2,805 -141	-5%	-$20.5K	0.06%	116
2022 Q4	$427K	Sell	2,946 -569,266	-99%	-$93.6M	0.1%	86
2022 Q3	$572K	Buy	572,212 +569,033	+17,900%	+$101M	0.13%	89
2022 Q2	$507K	Sell	3,179 -46,993	-94%	-$7.9M	0.08%	165
2022 Q1	$0	Buy	+50,172	New	+$8.85M	﹤0.01%	504