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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $636K | Hold |
3,776
| – | – | 0.1% | 180 |
|
|
2026
Q1 | $778K | Hold |
3,776
| – | – | 0.13% | 154 |
|
|
2025
Q4 | $808K | Hold |
3,776
| – | – | 0.13% | 148 |
|
|
2025
Q3 | $722K | Buy |
+3,776
| New | +$712K | 0.11% | 173 |
|
|
2025
Q1 | $667K | Hold |
3,776
| – | – | 0.12% | 174 |
|
|
2024
Q4 | $735K | Hold |
3,776
| – | – | 0.13% | 160 |
|
|
2024
Q3 | $674K | Sell |
3,776
-19
| -0.5% | -$3.55K | 0.11% | 175 |
|
|
2024
Q2 | $778K | Sell |
3,795
-224
| -6% | -$49.5K | 0.16% | 128 |
|
|
2024
Q1 | $1.01M | Buy |
4,019
+34
| +0.9% | +$7.53K | 0.2% | 119 |
|
|
2023
Q4 | $731K | Sell |
3,985
-10
| -0.3% | -$1.82K | 0.16% | 136 |
|
|
2023
Q3 | $718K | Buy |
3,995
+1,835
| +85% | +$313K | 0.17% | 137 |
|
|
2023
Q2 | $347K | Buy |
2,160
+50
| +2% | +$7.2K | 0.08% | 192 |
|
|
2023
Q1 | $299K | Hold |
2,110
| – | – | 0.07% | 207 |
|
|
2022
Q4 | $288K | Sell |
2,110
-575
| -21% | -$80.2K | 0.07% | 204 |
|
|
2022
Q3 | $349K | Hold |
2,685
| – | – | 0.09% | 184 |
|
|
2022
Q2 | $414K | Hold |
2,685
| – | – | 0.1% | 179 |
|
|
2022
Q1 | $484K | Hold |
2,685
| – | – | 0.09% | 188 |
|
|
2021
Q4 | $497K | Hold |
2,685
| – | – | 0.09% | 191 |
|
|
2021
Q3 | $478K | Buy |
2,685
+110
| +4% | +$19.6K | 0.09% | 185 |
|
|
2021
Q2 | $450K | Hold |
2,575
| – | – | 0.09% | 189 |
|
|
2021
Q1 | $402K | Hold |
2,575
| – | – | 0.08% | 196 |
|
|
2020
Q4 | $398K | Hold |
2,575
| – | – | 0.09% | 182 |
|
|
2020
Q3 | $341K | Hold |
2,575
| – | – | 0.09% | 163 |
|
|
2020
Q2 | $323K | Hold |
2,575
| – | – | 0.09% | 165 |
|
|
2020
Q1 | $309K | Hold |
2,575
| – | – | 0.1% | 155 |
|
|
2019
Q4 | $362K | Hold |
2,575
| – | – | 0.1% | 168 |
|
|
2019
Q3 | $346K | Hold |
2,575
| – | – | 0.1% | 170 |
|
|
2019
Q2 | $319K | Hold |
2,575
| – | – | 0.1% | 176 |
|
|
2019
Q1 | $304K | Buy |
+2,575
| New | +$312K | 0.09% | 181 |
|
|
2017
Q1 | – | Sell |
-2,575
| Closed | -$302K | – | 349 |
|
|
2016
Q4 | $302K | Buy |
+2,575
| New | +$300K | 0.11% | 135 |
|
|
2016
Q3 | – | Sell |
-2,575
| Closed | -$257K | – | 189 |
|
|
2016
Q2 | $257K | Buy |
+2,575
| New | +$265K | 0.11% | 148 |
|
|
2016
Q1 | – | Sell |
-1,775
| Closed | -$218K | – | 177 |
|
|
2015
Q4 | $218K | Buy |
+1,775
| New | +$219K | 0.1% | 155 |
|
Other funds holding TM
QCM
YIH
GIC
EA
APW
AHC
HWA
LWAM
HJIM