Concurrent Investment Advisors’s M&T Bank MTB Stock Holding History

Concurrent Investment Advisors’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	$247K	Sell
2025 Q2	$260K	Buy
2025 Q1	$225K	Buy