Cornerstone Planning Group’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	$102K	Buy	540 +458	+559%	+$86.2K	0.02%	141
2025 Q1	$13.6K	Buy	82 +77	+1,540%	+$12.7K	﹤0.01%	490
2024 Q4	$1.01K	Hold	5	–	–	﹤0.01%	954
2024 Q3	$979	Buy	5 +3	+150%	+$587	﹤0.01%	936
2024 Q2	$320	Buy	+2	New	+$320	﹤0.01%	1136