Modera Wealth Management’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 Q1	–	Sell	-1,076	Closed	-$202K	–	631
2024 Q4	$202K	Buy	+1,076	New	+$202K	﹤0.01%	600
2022 Q1	–	Sell	-1,828	Closed	-$280K	–	510
2021 Q4	$280K	Buy	+1,828	New	+$280K	0.01%	443