Premier Path Wealth Partners’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
$377K Sell
2025
Q2
$373K Buy
2025
Q1
$341K Buy
2024
Q4
$349K Buy
2024
Q3
$325K Buy
2024
Q2
$264K Buy
2024
Q1
$247K Buy
2023
Q4
$209K Buy