Marshall & Sterling Wealth Advisors’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	$123K	Buy	637 +23	+4%	+$4.45K	0.08%	103
2025 Q1	$110K	Sell	614 -188	-23%	-$33.6K	0.07%	106
2024 Q4	$151K	Buy	+802	New	+$151K	0.1%	91