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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
2,399
+130
+6% +$25.2K 0.01% 601
2025
Q1
$406K Sell
2,269
-81
-3% -$14.5K 0.01% 629
2024
Q4
$442K Buy
2,350
+183
+8% +$34.4K 0.01% 562
2024
Q3
$386K Buy
2,167
+280
+15% +$49.9K 0.01% 577
2024
Q2
$286K Buy
+1,887
New +$286K 0.01% 621