Montecito Bank & Trust’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $722K | Buy |
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|
2025
Q1 | $667K | Hold |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $778K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $731K | Sell |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $414K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $497K | Hold |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $323K | Hold |
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|
2020
Q1 | $309K | Hold |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $346K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $304K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $257K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $218K | Buy |
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