Principia Wealth Advisory’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	$388	Sell	2 -1	-33%	-$194	﹤0.01%	789
2025 Q1	$504	Sell	3 -1	-25%	-$168	﹤0.01%	563
2024 Q4	$752	Buy	+4	New	+$752	﹤0.01%	424