CBIZ Investment Advisory Services’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	$4.85K	Sell	25 -2	-7%	-$388	﹤0.01%	435
2025 Q1	$4.83K	Buy	27 +18	+200%	+$3.22K	﹤0.01%	400
2024 Q4	$1.69K	Buy	+9	New	+$1.69K	﹤0.01%	412