Gitterman Wealth 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	$227K	Buy	+1,167	New	+$227K	0.05%	120
2025 Q1	–	Sell	-1,109	Closed	-$209K	–	151
2024 Q4	$209K	Sell	1,109 -283	-20%	-$53.4K	0.09%	112
2024 Q3	$248K	Buy	1,392 +22	+2%	+$3.92K	0.1%	83
2024 Q2	$207K	Buy	+1,370	New	+$207K	0.08%	97