GeoWealth Management’s M&T Bank MTB Stock Holding History

GeoWealth Management’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	$299K	Sell
2025 Q1	$278K	Sell
2024 Q4	$368K	Sell
2024 Q3	$371K	Sell
2024 Q2	$336K	Buy
2024 Q1	$308K	Buy
2023 Q4	$285K	Buy