Marcum Wealth’s M&T Bank MTB Stock Holding History

Marcum Wealth’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 Q1	$220K	Buy
2024 Q4	$221K	Sell
2024 Q3	$249K	Buy
2024 Q2	$210K	Buy
2022 Q4	–	Sell
2022 Q3	$271K	Buy
2022 Q2	$240K	Buy
2022 Q1	$246K	Buy
2021 Q4	–	Sell
2021 Q3	$215K	Sell
2021 Q2	$224K	Buy