Mark Sheptoff Financial Planning’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	$91.8K	Hold	426	–	–	0.05%	141
2025 Q4	$85.9K	Hold	426	–	–	0.04%	157
2025 Q3	$84.2K	Hold	426	–	–	0.04%	157
2025 Q2	$82.7K	Hold	426	–	–	0.04%	144
2025 Q1	$76.2K	Hold	426	–	–	0.04%	139
2024 Q4	$80.1K	Buy	426 +3	+0.7%	+$596	0.04%	140
2024 Q3	$75.4K	Buy	423 +3	+0.7%	+$497	0.04%	146
2024 Q2	$63.6K	Buy	420 +4	+1%	+$584	0.04%	162
2024 Q1	$60.5K	Buy	416 +4	+1%	+$554	0.03%	161
2023 Q4	$56.5K	Buy	412 +359	+677%	+$45.1K	0.03%	151
2023 Q3	$6.7K	Hold	53	–	–	﹤0.01%	294
2023 Q2	$6.56K	Hold	53	–	–	﹤0.01%	300
2023 Q1	$6.34K	Hold	53	–	–	﹤0.01%	295
2022 Q4	$7.69K	Hold	53	–	–	﹤0.01%	283
2022 Q3	$9K	Hold	53	–	–	0.01%	259
2022 Q2	$8K	Buy	+53	New	+$8.91K	﹤0.01%	273
2016 Q4	–	Sell	-270	Closed	-$31K	–	369
2016 Q3	$31K	Hold	270	–	–	0.02%	195
2016 Q2	$32K	Hold	270	–	–	0.02%	181
2016 Q1	$30K	Hold	270	–	–	0.02%	182
2015 Q4	$33K	Buy	+270	New	+$32.9K	0.03%	192