MBT
Montecito Bank & Trust’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.23M | Sell |
11,199
-71
| -0.6% | -$7.78K | 0.22% | 109 |
|
|
2024
Q4 | $1.4M | Sell |
11,270
-50
| -0.4% | -$6.2K | 0.24% | 90 |
|
|
2024
Q3 | $1.24M | Buy |
11,320
+286
| +3% | +$31.3K | 0.21% | 111 |
|
|
2024
Q2 | $1.22M | Sell |
11,034
-35
| -0.3% | -$3.86K | 0.25% | 94 |
|
|
2024
Q1 | $1.26M | Sell |
11,069
-162
| -1% | -$18.4K | 0.25% | 95 |
|
|
2023
Q4 | $1.09M | Sell |
11,231
-905
| -7% | -$88.1K | 0.24% | 107 |
|
|
2023
Q3 | $1.17M | Sell |
12,136
-20
| -0.2% | -$1.93K | 0.27% | 88 |
|
|
2023
Q2 | $1.1M | Sell |
12,156
-288
| -2% | -$26K | 0.25% | 104 |
|
|
2023
Q1 | $1.08M | Sell |
12,444
-557
| -4% | -$48.5K | 0.26% | 101 |
|
|
2022
Q4 | $1.25M | Sell |
13,001
-75
| -0.6% | -$7.2K | 0.3% | 84 |
|
|
2022
Q3 | $958K | Buy |
13,076
+182
| +1% | +$13.3K | 0.25% | 97 |
|
|
2022
Q2 | $1.03M | Sell |
12,894
-220
| -2% | -$17.5K | 0.24% | 103 |
|
|
2022
Q1 | $1.29M | Hold |
13,114
| – | – | 0.24% | 96 |
|
|
2021
Q4 | $1.22M | Buy |
13,114
+187
| +1% | +$17.4K | 0.22% | 107 |
|
|
2021
Q3 | $1.22M | Buy |
12,927
+80
| +0.6% | +$7.54K | 0.24% | 100 |
|
|
2021
Q2 | $1.24M | Buy |
12,847
+405
| +3% | +$39K | 0.24% | 98 |
|
|
2021
Q1 | $1.12M | Sell |
12,442
-400
| -3% | -$36.1K | 0.23% | 95 |
|
|
2020
Q4 | $1.03M | Sell |
12,842
-237
| -2% | -$19K | 0.23% | 96 |
|
|
2020
Q3 | $857K | Hold |
13,079
| – | – | 0.22% | 94 |
|
|
2020
Q2 | $812K | Sell |
13,079
-265
| -2% | -$16.5K | 0.22% | 90 |
|
|
2020
Q1 | $636K | Sell |
13,344
-160
| -1% | -$7.63K | 0.21% | 97 |
|
|
2019
Q4 | $1.03M | Hold |
13,504
| – | – | 0.28% | 80 |
|
|
2019
Q3 | $903K | Sell |
13,504
-137
| -1% | -$9.16K | 0.27% | 85 |
|
|
2019
Q2 | $910K | Sell |
13,641
-340
| -2% | -$22.7K | 0.27% | 84 |
|
|
2019
Q1 | $957K | Sell |
13,981
-618
| -4% | -$42.3K | 0.29% | 80 |
|
|
2018
Q4 | $873K | Sell |
14,599
-2,247
| -13% | -$134K | 0.3% | 77 |
|
|
2018
Q3 | $1.29M | Buy |
16,846
+4,036
| +32% | +$309K | 0.39% | 58 |
|
|
2018
Q2 | $885K | Buy |
12,810
+478
| +4% | +$33K | 0.28% | 69 |
|
|
2018
Q1 | $842K | Buy |
12,332
+1,773
| +17% | +$121K | 0.28% | 73 |
|
|
2017
Q4 | $736K | Sell |
10,559
-330
| -3% | -$23K | 0.24% | 68 |
|
|
2017
Q3 | $684K | Sell |
10,889
-9
| -0.1% | -$565 | 0.24% | 77 |
|
|
2017
Q2 | $649K | Buy |
10,898
+881
| +9% | +$52.5K | 0.23% | 77 |
|
|
2017
Q1 | $600K | Buy |
10,017
+450
| +5% | +$27K | 0.22% | 85 |
|
|
2016
Q4 | $533K | Hold |
9,567
| – | – | 0.19% | 98 |
|
|
2016
Q3 | $522K | Sell |
9,567
-7,471
| -44% | -$408K | 0.21% | 96 |
|
|
2016
Q2 | $889K | Buy |
17,038
+2,186
| +15% | +$114K | 0.38% | 60 |
|
|
2016
Q1 | $808K | Hold |
14,852
| – | – | 0.36% | 55 |
|
|
2015
Q4 | $710K | Buy |
14,852
+3,829
| +35% | +$183K | 0.33% | 57 |
|
|
2015
Q3 | $487K | Sell |
11,023
-312
| -3% | -$13.8K | 0.27% | 72 |
|
|
2015
Q2 | $642K | Hold |
11,335
| – | – | 0.32% | 64 |
|
|
2015
Q1 | $642K | Hold |
11,335
| – | – | 0.32% | 64 |
|
|
2014
Q4 | $700K | Sell |
11,335
-778
| -6% | -$48K | 0.37% | 60 |
|
|
2014
Q3 | $758K | Buy |
12,113
+469
| +4% | +$29.3K | 0.46% | 44 |
|
|
2014
Q2 | $773K | Buy |
11,644
+835
| +8% | +$55.4K | 0.47% | 43 |
|
|
2014
Q1 | $722K | Buy |
10,809
+369
| +4% | +$24.6K | 0.45% | 46 |
|
|
2013
Q4 | $733K | Sell |
10,440
-1,630
| -14% | -$114K | 0.46% | 48 |
|
|
2013
Q3 | $781K | Buy |
12,070
+374
| +3% | +$24.2K | 0.52% | 47 |
|
|
2013
Q2 | $638K | Buy |
+11,696
| New | +$638K | 0.43% | 54 |
|