Plancorp LLC’s M&T Bank MTB Stock Holding History

Plancorp LLC’s Portfolio MTB Stock Details MTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$485K	Buy
2025 Q2	$476K	Buy
2025 Q1	$435K	Buy
2024 Q4	$454K	Buy
2024 Q3	$426K	Buy
2024 Q2	$360K	Buy
2024 Q1	$342K	Buy
2023 Q4	$320K	Buy