True Wealth Design’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	$3.88K	Sell	20 -91	-82%	-$17.7K	﹤0.01%	903
2025 Q1	$19.8K	Buy	111 +32	+41%	+$5.72K	0.01%	346
2024 Q4	$14.9K	Hold	79	–	–	0.01%	359
2024 Q3	$14.1K	Buy	+79	New	+$14.1K	0.01%	378