Strategic 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	$660K	Buy	+3,400	New	+$660K	0.05%	183
2024 Q4	$513K	Sell	2,600 -302	-10%	-$59.5K	0.04%	208
2024 Q3	$517K	Sell	2,902 -99	-3%	-$17.6K	0.05%	205
2024 Q2	$454K	Buy	+3,001	New	+$454K	0.05%	207