Beaird Harris Wealth Management’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582	Buy	+3	New	+$582	﹤0.01%	595
2024 Q3	–	Sell	-1	Closed	-$140	–	664
2024 Q2	$140	Buy	+1	New	+$140	﹤0.01%	654
2023 Q1	–	Sell	-50	Closed	-$7.25K	–	653
2022 Q4	$7.25K	Buy	+50	New	+$7.25K	﹤0.01%	364