Guardian Wealth Advisors (North Carolina)’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	$214K	Sell	1,101 -185	-14%	-$35.9K	0.02%	321
2025 Q1	$230K	Sell	1,286 -10	-0.8%	-$1.79K	0.02%	289
2024 Q4	$244K	Buy	1,296 +24	+2%	+$4.51K	0.02%	280
2024 Q3	$227K	Buy	+1,272	New	+$227K	0.02%	249