Cornerstone Planning Group’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
2025
Q3
$98.9K Buy
2025
Q2
$102K Buy
2025
Q1
$13.6K Buy
2024
Q4
$1K Hold
2024
Q3
$979 Buy
2024
Q2
$320 Buy