Quotient 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	$266K	Buy	1,370 +80	+6%	+$15.5K	0.01%	290
2025 Q1	$231K	Sell	1,290 -2	-0.2%	-$358	0.01%	307
2024 Q4	$243K	Buy	1,292 +37	+3%	+$6.96K	0.01%	283
2024 Q3	$224K	Buy	+1,255	New	+$224K	0.01%	296