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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$825K	Buy
2025 Q2	$702K	Sell
2025 Q1	$726K	Buy
2024 Q4	$502K	Buy
2024 Q3	$446K	Buy
2024 Q2	$337K	Buy
2024 Q1	$280K	Buy
2023 Q4	$242K	Buy
2023 Q3	$219K	Buy