TrueWealth Advisors’s M&T Bank MTB Stock Holding History

TrueWealth Advisors’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 Q3	$233K	Hold
2025 Q2	$229K	Hold
2025 Q1	$211K	Hold
2024 Q4	$222K	Hold
2024 Q3	$210K	Buy
2022 Q4	–	Sell
2022 Q3	$208K	Buy