National Wealth Management Group’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	-2,712	Closed	-$510K	–	171
2024 Q4	$510K	Sell	2,712 -258	-9%	-$48.5K	0.34%	70
2024 Q3	$529K	Buy	+2,970	New	+$529K	0.36%	68