Modern Wealth Management’s M&T Bank MTB Stock Holding History

Modern Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$955K	Buy
2025 Q1	$862K	Sell
2024 Q4	$913K	Buy
2024 Q3	$864K	Buy
2024 Q2	$715K	Sell
2024 Q1	$695K	Buy