Philip James Wealth Mangement’s M&T Bank MTB Stock Holding History

Philip James Wealth Mangement’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 Q3	$649K	Sell
2025 Q2	$666K	Sell
2025 Q1	$723K	Sell
2024 Q4	$770K	Sell
2024 Q3	$873K	Buy