Philip James Wealth Mangement’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	$666K	Sell	3,432 -614	-15%	-$119K	0.08%	98
2025 Q1	$723K	Sell	4,046 -50	-1%	-$8.94K	0.09%	93
2024 Q4	$770K	Sell	4,096 -804	-16%	-$151K	0.1%	87
2024 Q3	$873K	Buy	+4,900	New	+$873K	0.11%	80