Clearstead Trust’s M&T Bank MTB Stock Holding History

Clearstead Trust’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	$43.5K	Hold
2025 Q2	$42.7K	Buy
2025 Q1	$14.7K	Buy
2024 Q4	$13.3K	Buy
2024 Q3	$10.5K	Hold
2024 Q2	$8.93K	Hold
2024 Q1	$8.58K	Hold
2023 Q4	$8.09K	Hold
2023 Q3	$7.46K	Buy