Montag & Associates’s M&T Bank MTB Stock Holding History

Montag & Associates’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 Q2	$517K	Hold
2025 Q1	$476K	Hold
2024 Q4	$501K	Sell
2024 Q3	$502K	Sell
2024 Q2	$464K	Hold
2024 Q1	$446K	Sell
2023 Q4	$461K	Buy
2023 Q3	$378K	Hold
2023 Q2	$370K	Buy