Jackson Grant Investment Advisers’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
2026 Q1	$4.75K	Hold	23	–	–	﹤0.01%	352
2025 Q4	$4.63K	Hold	23	–	–	﹤0.01%	354
2025 Q3	$4.54K	Hold	23	–	–	﹤0.01%	355
2025 Q2	$4.46K	Hold	23	–	–	﹤0.01%	327
2025 Q1	$4.11K	Hold	23	–	–	﹤0.01%	325
2024 Q4	$4.32K	Hold	23	–	–	﹤0.01%	333
2024 Q3	$4.1K	Hold	23	–	–	﹤0.01%	335
2024 Q2	$3.48K	Hold	23	–	–	﹤0.01%	341
2024 Q1	$3.35K	Sell	23 -545	-96%	-$75.5K	﹤0.01%	330
2023 Q4	$77.9K	Sell	568 -74	-12%	-$9.3K	0.03%	150
2023 Q3	$81.2K	Hold	642	–	–	0.04%	142
2023 Q2	$79.5K	Buy	642 +6	+0.9%	+$726	0.04%	147
2023 Q1	$76.1K	Buy	636 +28	+5%	+$4.07K	0.04%	154
2022 Q4	$88.1K	Buy	608 +5	+0.8%	+$822	0.04%	141
2022 Q3	$106K	Buy	603 +3	+0.5%	+$531	0.06%	134
2022 Q2	$96K	Buy	600 +526	+711%	+$88.4K	0.05%	140
2022 Q1	$13K	Hold	74	–	–	0.01%	316
2021 Q4	$11K	Hold	74	–	–	0.01%	263
2021 Q3	$11K	Hold	74	–	–	﹤0.01%	326
2021 Q2	$11K	Hold	74	–	–	﹤0.01%	341
2021 Q1	$11K	Hold	74	–	–	0.01%	335
2020 Q4	$9K	Hold	74	–	–	﹤0.01%	315
2020 Q3	$7K	Hold	74	–	–	﹤0.01%	213
2020 Q2	$8K	Hold	74	–	–	0.01%	208
2020 Q1	$8K	Hold	74	–	–	0.01%	200
2019 Q4	$13K	Hold	74	–	–	0.01%	198
2019 Q3	$12K	Sell	74 -16	-18%	-$2.52K	0.01%	204
2019 Q2	$15K	Hold	90	–	–	0.01%	201
2019 Q1	$14K	Buy	90 +74	+463%	+$12.2K	0.01%	196
2018 Q4	$2K	Sell	16 -27	-63%	-$4.32K	﹤0.01%	232
2018 Q3	$7K	Buy	+43	New	+$7.46K	﹤0.01%	196
2017 Q4	–	Sell	-200	Closed	-$32K	–	216
2017 Q3	$32K	Hold	200	–	–	0.02%	167
2017 Q2	$32K	Buy	200 +1	+0.5%	+$158	0.02%	149
2017 Q1	$31K	Hold	199	–	–	0.02%	142
2016 Q4	$31K	Hold	199	–	–	0.03%	141
2016 Q3	$23K	Buy	+199	New	+$23.1K	0.02%	144