GWN Securities’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	–	Sell	-1,838	Closed	-$328K	–	599
2025 Q1	$328K	Sell	1,838 -2,048	-53%	-$366K	0.02%	556
2024 Q4	$773K	Buy	+3,886	New	+$773K	0.21%	113