Heartwood Wealth Advisors’s M&T Bank MTB Stock Holding History

Heartwood Wealth Advisors’s Portfolio MTB Stock Details MTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$263K	Buy
2025 Q2	$227K	Sell
2025 Q1	$211K	Hold
2024 Q4	$222K	Hold
2024 Q3	$210K	Buy
2023 Q1	–	Sell
2022 Q4	$202K	Hold
2022 Q3	$245K	Sell
2022 Q2	$222K	Buy