Montecito Bank & Trust’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Buy |
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|
2025
Q1 | $1.22M | Hold |
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|
2024
Q4 | $922K | Hold |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $726K | Hold |
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|
2023
Q3 | $714K | Hold |
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|
2023
Q2 | $753K | Hold |
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|
2023
Q1 | $750K | Hold |
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|
2022
Q4 | $781K | Hold |
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|
2022
Q3 | $640K | Hold |
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|
2022
Q2 | $761K | Sell |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.94M | Hold |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $590K | Hold |
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|
2020
Q2 | $551K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $937K | Buy |
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|
2019
Q3 | $614K | Hold |
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|
2019
Q2 | $635K | Hold |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $533K | Hold |
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|
2018
Q3 | $651K | Hold |
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|
2018
Q2 | $644K | Buy |
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|
2018
Q1 | $561K | Sell |
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|
2017
Q4 | $598K | Sell |
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|
2017
Q3 | $628K | Sell |
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|
2017
Q2 | $671K | Sell |
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|
2017
Q1 | $648K | Sell |
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|
2016
Q4 | $611K | Sell |
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|
2016
Q3 | $708K | Buy |
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|
2016
Q2 | $689K | Hold |
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|
2016
Q1 | $665K | Hold |
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|
2015
Q4 | $596K | Buy |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $440K | Hold |
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|
2015
Q1 | $440K | Buy |
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|
2014
Q4 | $470K | Buy |
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|
2014
Q3 | $402K | Buy |
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|
2014
Q2 | $271K | Buy |
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|
2014
Q1 | $241K | Sell |
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|
2013
Q4 | $261K | Buy |
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|
2013
Q3 | $232K | Sell |
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|
2013
Q2 | $233K | Buy |
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