BXM Wealth’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	$310K	Buy	+1,600	New	+$310K	0.37%	77
2025 Q1	–	Sell	-1,100	Closed	-$207K	–	110
2024 Q4	$207K	Buy	+1,100	New	+$207K	0.29%	91