Mowery & Schoenfeld 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 Q2	$194	Sell	1 -25	-96%	-$4.85K	﹤0.01%	383
2025 Q1	$4.65K	Sell	26 -22	-46%	-$3.93K	0.01%	328
2024 Q4	$9.03K	Buy	48 +2	+4%	+$376	0.02%	240
2024 Q3	$8.19K	Buy	+46	New	+$8.19K	0.01%	181