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Essential Planning’s M&T Bank MTB Stock Holding History

Essential Planning’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-47,685
Closed -$9.46M – 223
2024
Q4 		$9.46M Buy
+47,685
New +$9.46M 0.06% 82