Principia Wealth Advisory’s M&T Bank MTB Stock Holding History

Principia Wealth Advisory’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$388	Sell
2025 Q1	$504	Sell
2024 Q4	$752	Buy