Mather Group’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
$607K Buy
2025
Q2
$549K Sell
2025
Q1
$545K Buy
2024
Q4
$527K Buy
2024
Q3
$463K Buy
2024
Q2
$360K Buy
2024
Q1
$303K Sell
2023
Q4
$305K Buy
2022
Q4
Sell
2022
Q3
$285K Buy