WealthTrust Axiom’s M&T Bank MTB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Hold	1,835	–	–	0.1%	167
2025 Q1	$328K	Buy	1,835 +178	+11%	+$31.8K	0.1%	178
2024 Q4	$312K	Hold	1,657	–	–	0.09%	183
2024 Q3	$295K	Buy	+1,657	New	+$295K	0.09%	189
2024 Q2	–	Sell	-1,959	Closed	-$285K	–	264
2024 Q1	$285K	Sell	1,959 -516	-21%	-$75K	0.09%	185
2023 Q4	$339K	Buy	+2,475	New	+$339K	0.11%	160
2023 Q3	–	Sell	-3,318	Closed	-$411K	–	252
2023 Q2	$411K	Hold	3,318	–	–	0.14%	153
2023 Q1	$397K	Sell	3,318 -5	-0.2%	-$598	0.14%	153
2022 Q4	$482K	Hold	3,323	–	–	0.17%	123
2022 Q3	$585K	Hold	3,323	–	–	0.22%	97
2022 Q2	$529K	Buy	3,323 +59	+2%	+$9.39K	0.19%	110
2022 Q1	$553K	Hold	3,264	–	–	0.17%	122
2021 Q4	$501K	Hold	3,264	–	–	0.16%	126
2021 Q3	$487K	Hold	3,264	–	–	0.16%	120
2021 Q2	$474K	Hold	3,264	–	–	0.15%	126
2021 Q1	$494K	Hold	3,264	–	–	0.17%	119
2020 Q4	$415K	Hold	3,264	–	–	0.15%	124
2020 Q3	$300K	Hold	3,264	–	–	0.13%	137
2020 Q2	$339K	Hold	3,264	–	–	0.15%	118
2020 Q1	$337K	Hold	3,264	–	–	0.17%	110
2019 Q4	$554K	Hold	3,264	–	–	0.19%	99
2019 Q3	$515K	Hold	3,264	–	–	0.18%	107
2019 Q2	$555K	Hold	3,264	–	–	0.19%	106
2019 Q1	$512K	Hold	3,264	–	–	0.18%	110
2018 Q4	$467K	Hold	3,264	–	–	0.19%	108
2018 Q3	$537K	Hold	3,264	–	–	0.18%	111
2018 Q2	$555K	Hold	3,264	–	–	0.2%	108
2018 Q1	$601K	Buy	+3,264	New	+$601K	0.22%	102
2017 Q3	–	Sell	-1,264	Closed	-$204K	–	222
2017 Q2	$204K	Sell	1,264 -160	-11%	-$25.8K	0.08%	197
2017 Q1	$220K	Buy	+1,424	New	+$220K	0.08%	194