Evergreen Wealth Solutions’s M&T Bank MTB Stock Holding History

Evergreen Wealth Solutions’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$878K	Sell
2025 Q1	$815K	Sell
2024 Q4	$884K	Sell
2024 Q3	$903K	Sell
2024 Q2	$813K	Sell
2024 Q1	$838K	Buy
2023 Q4	$565K	Sell
2023 Q3	$804K	Buy