Successful Portfolios’s M&T Bank MTB Stock Holding History

Successful Portfolios’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	$243K	Sell
2025 Q2	$252K	Sell
2025 Q1	$233K	Sell
2024 Q4	$246K	Hold
2024 Q3	$233K	Sell
2024 Q2	$200K	Buy
2023 Q1	–	Sell
2022 Q4	$216K	Sell
2022 Q3	$279K	Sell
2022 Q2	$268K	Buy