Diversified Trust’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	$285K	Sell	1,471 -186	-11%	-$36.1K	0.01%	769
2025 Q1	$296K	Buy	+1,657	New	+$296K	0.01%	734
2021 Q2	–	Sell	-1,370	Closed	-$208K	–	853
2021 Q1	$208K	Buy	+1,370	New	+$208K	0.01%	683