WR Wealth Planners’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$13.9K	Buy	74 +34	+85%	+$6.39K	﹤0.01%	541
2024 Q3	$7.13K	Hold	40	–	–	﹤0.01%	681
2024 Q2	$6.05K	Buy	40 +24	+150%	+$3.63K	﹤0.01%	686
2024 Q1	$2.33K	Buy	+16	New	+$2.33K	﹤0.01%	850