Foundations Investment Advisors’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
$212K Sell
2025
Q2
$465K Buy
2025
Q1
$406K Sell
2024
Q4
$442K Buy
2024
Q3
$386K Buy
2024
Q2
$286K Buy