Stone House Investment Management’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
2026 Q1	$58.3K	Sell	282 -47	-14%	-$10.1K	0.01%	161
2025 Q4	$66.3K	Hold	329	–	–	0.01%	145
2025 Q3	$65K	Sell	329 -48	-13%	-$9.42K	0.01%	135
2025 Q2	$73.1K	Buy	377 +10	+3%	+$1.76K	0.01%	127
2025 Q1	$65.6K	Buy	+367	New	+$69.6K	0.01%	128
2024 Q4	–	Sell	-367	Closed	-$65.4K	–	243
2024 Q3	$65.4K	Hold	367	–	–	0.01%	101
2024 Q2	$55.5K	Sell	367 -100	-21%	-$14.6K	0.01%	114
2024 Q1	$67.9K	Buy	467 +204	+78%	+$28.3K	0.02%	103
2023 Q4	$36.1K	Sell	263 -114	-30%	-$14.3K	0.01%	96
2023 Q3	$47.6K	Buy	377 +1	+0.3%	+$130	0.02%	83
2023 Q2	$46.5K	Buy	376 +2	+0.5%	+$242	0.02%	84
2023 Q1	$44.8K	Buy	+374	New	+$54.3K	0.02%	95