Commonwealth Retirement Investments’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	$2.35M	Buy	11,387 +396	+4%	+$85.2K	0.73%	38
2025 Q4	$2.21M	Buy	10,991 +44	+0.4%	+$8.41K	0.71%	38
2025 Q3	$2.16M	Buy	10,947 +195	+2%	+$38.3K	0.74%	43
2025 Q2	$2.09M	Sell	10,752 -3,075	-22%	-$543K	0.79%	40
2025 Q1	$2.47M	Buy	13,827 +278	+2%	+$52.7K	1.01%	35
2024 Q4	$2.55M	Sell	13,549 -156	-1%	-$31K	1.05%	30
2024 Q3	$2.44M	Buy	13,705 +365	+3%	+$60.5K	1.02%	32
2024 Q2	$2.02M	Buy	13,340 +3,438	+35%	+$502K	0.92%	35
2024 Q1	$1.44M	Buy	9,902 +671	+7%	+$93K	0.69%	44
2023 Q4	$1.27M	Buy	9,231 +214	+2%	+$26.9K	0.67%	48
2023 Q3	$1.14M	Buy	9,017 +367	+4%	+$47.9K	0.66%	43
2023 Q2	$1.07M	Buy	8,650 +341	+4%	+$41.3K	0.6%	43
2023 Q1	$994K	Buy	8,309 +155	+2%	+$22.5K	0.59%	40
2022 Q4	$1.18M	Buy	+8,154	New	+$1.34M	0.72%	37