ORG Wealth Partners’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	$23.1K	Sell	117 -405	-78%	-$80K	0.01%	411
2025 Q1	$92.1K	Buy	+522	New	+$92.1K	0.03%	278