Global Financial Private Client’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17	Closed	-$3.04K	–	1086
2025 Q1	$3.04K	Buy	17 +9	+113%	+$1.71K	﹤0.01%	770
2024 Q4	$1.5K	Buy	8 +3	+60%	+$596	﹤0.01%	743
2024 Q3	$891	Hold	5	–	–	﹤0.01%	765
2024 Q2	$757	Hold	5	–	–	﹤0.01%	633
2024 Q1	$716	Hold	5	–	–	﹤0.01%	655
2023 Q4	$685	Hold	5	–	–	﹤0.01%	647
2023 Q3	$611	Sell	5 -83	-94%	-$10.8K	﹤0.01%	633
2023 Q2	$11.2K	Hold	88	–	–	0.01%	423
2023 Q1	$10.4K	Hold	88	–	–	0.01%	444
2022 Q4	$12.8K	Hold	88	–	–	0.01%	400
2022 Q3	$15.9K	Buy	88 +83	+1,660%	+$14.7K	0.01%	373
2022 Q2	$799	Hold	5	–	–	﹤0.01%	584
2022 Q1	$823	Hold	5	–	–	﹤0.01%	598
2021 Q4	$768	Hold	5	–	–	﹤0.01%	601
2021 Q3	$764	Hold	5	–	–	﹤0.01%	548
2021 Q2	$736	Hold	5	–	–	﹤0.01%	559
2021 Q1	$766	Hold	5	–	–	﹤0.01%	528
2020 Q4	$637	Buy	+5	New	+$569	﹤0.01%	518