Congress Wealth Management’s M&T Bank MTB Stock Holding History

Congress Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$548K	Buy
2025 Q1	$456K	Buy
2024 Q4	$334K	Buy
2024 Q1	–	Sell
2023 Q4	$364K	Buy
2023 Q1	–	Sell
2022 Q4	$257K	Sell
2022 Q3	$332K	Hold
2022 Q2	$301K	Buy
2022 Q1	$312K	Sell
2021 Q4	$486K	Buy