Sound View Wealth Advisors 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	$317K	Sell	1,535 -7	-0.5%	-$1.51K	0.02%	335
2025 Q4	$311K	Hold	1,542	–	–	0.02%	348
2025 Q3	$305K	Sell	1,542 -55	-3%	-$10.8K	0.02%	354
2025 Q2	$310K	Sell	1,597 -85	-5%	-$15K	0.02%	342
2025 Q1	$301K	Buy	1,682 +153	+10%	+$29K	0.02%	330
2024 Q4	$287K	Sell	1,529 -19	-1%	-$3.78K	0.02%	344
2024 Q3	$276K	Buy	1,548 +94	+6%	+$15.6K	0.02%	348
2024 Q2	$220K	Buy	1,454 +58	+4%	+$8.47K	0.02%	342
2024 Q1	$203K	Sell	1,396 -99	-7%	-$13.7K	0.02%	360
2023 Q4	$205K	Sell	1,495 -90	-6%	-$11.3K	0.02%	370
2023 Q3	$200K	Buy	+1,585	New	+$207K	0.02%	351
2023 Q1	–	Sell	-1,495	Closed	-$205K	–	399
2022 Q4	$205K	Buy	+1,495	New	+$246K	0.02%	370
2021 Q4	–	Sell	-2,650	Closed	-$396K	–	296
2021 Q3	$396K	Buy	2,650 +930	+54%	+$129K	0.08%	197
2021 Q2	$250K	Buy	+1,720	New	+$269K	0.05%	252