Crestwood Advisors 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
$660K Buy
2025
Q2
$628K Buy
2025
Q1
$569K Buy
2024
Q4
$589K Buy
2024
Q3
$553K Buy
2024
Q2
$461K Sell
2024
Q1
$447K Sell
2023
Q4
$426K Buy
2023
Q3
$392K Buy
2023
Q2
$376K Sell
2023
Q1
$389K Sell
2022
Q4
$477K Sell
2022
Q3
$598K Buy
2022
Q2
$535K Buy