Impact Partnership Wealth’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
$422K Sell
2025
Q2
$439K Sell
2025
Q1
$477K Buy
2024
Q3
Sell
2024
Q2
$647K Buy
2024
Q1
$521K Sell
2023
Q4
$580K Buy
2023
Q3
$373K Buy