Elevatus Welath Management’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	–	Sell	-3,567	Closed	-$638K	–	125
2025 Q1	$638K	Sell	3,567 -4,422	-55%	-$790K	0.36%	43
2024 Q4	$1.5M	Sell	7,989 -277	-3%	-$52.1K	0.51%	29
2024 Q3	$1.47M	Buy	8,266 +206	+3%	+$36.7K	0.48%	32
2024 Q2	$1.22M	Buy	+8,060	New	+$1.22M	0.46%	46