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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13K	Hold	63	–	–	﹤0.01%	389
2025 Q4	$12.7K	Sell	63 -75	-54%	-$14.3K	﹤0.01%	409
2025 Q3	$27.3K	Sell	138 -25	-15%	-$4.91K	0.01%	330
2025 Q2	$31.6K	Hold	163	–	–	0.01%	308
2025 Q1	$29.1K	Hold	163	–	–	0.01%	307
2024 Q4	$30.6K	Hold	163	–	–	0.01%	311
2024 Q3	$29K	Sell	163 -3,157	-95%	-$523K	0.01%	309
2024 Q2	$503K	Sell	3,320 -52	-2%	-$7.6K	0.11%	86
2024 Q1	$490K	Buy	3,372 +1,505	+81%	+$209K	0.11%	89
2023 Q4	$256K	Buy	1,867 +1,839	+6,568%	+$231K	0.06%	126
2023 Q3	$3.54K	Hold	28	–	–	﹤0.01%	639
2023 Q2	$3.47K	Sell	28 -3	-10%	-$363	﹤0.01%	673
2023 Q1	$3.71K	Sell	31 -41	-57%	-$5.95K	﹤0.01%	644
2022 Q4	$10.4K	Buy	72 +45	+167%	+$7.4K	﹤0.01%	454
2022 Q3	$5K	Buy	27 +6	+29%	+$1.06K	﹤0.01%	562
2022 Q2	$3K	Buy	21 +11	+110%	+$1.85K	﹤0.01%	695
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	785
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	810
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	913
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	902
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	799
2020 Q4	$1K	Sell	10 -17	-63%	-$1.94K	﹤0.01%	867
2020 Q3	$2K	Buy	27 +12	+80%	+$1.23K	﹤0.01%	688
2020 Q2	$2K	Buy	+15	New	+$1.58K	﹤0.01%	680
2020 Q1	–	Sell	-154	Closed	-$26K	–	969
2019 Q4	$26K	Buy	154 +14	+10%	+$2.27K	0.01%	260
2019 Q3	$22K	Hold	140	–	–	0.01%	269
2019 Q2	$24K	Buy	140 +11	+9%	+$1.82K	0.01%	254
2019 Q1	$20K	Buy	129 +121	+1,513%	+$19.9K	0.01%	279
2018 Q4	$1K	Buy	+8	New	+$1.28K	﹤0.01%	1074