Medallion Wealth Advisors, LLC’s M&T Bank MTB Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio MTB Stock Details MTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Hold
2025 Q4	$209K	Hold
2025 Q3	$205K	Buy
2025 Q2	$193K	Sell
2025 Q1	$183K	Buy
2024 Q4	$146K	Buy