Concurrent Investment Advisors’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	$260K	Buy	1,339 +81	+6%	+$15.7K	0.01%	1128
2025 Q1	$225K	Buy	+1,258	New	+$225K	0.01%	1065