Number of Shares
1,621.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.27%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
34.44%

Montecito Bank & Trust's BlackRock Inc Holding Summary

As of 2025-03-31, Montecito Bank & Trust held 1,621.00 shares of BlackRock Inc(BLK), totaling $1.53 Mil. This investment constitutes 0.27% of their stock portfolio, and Montecito Bank & Trust now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q2. And since then Montecito Bank & Trust has made 18 purchases of BLK, at an average price of $759.88, for a total of 3,862.00 shares. In addition, there have been 10 sales at an average price of $962.24 for 2,241.00 shares. Based on historical transaction data and BLK's current price of $1103.59, Montecito Bank & Trust's estimated gain on his BLK holdings is $1.01 Mil, reflecting a 34.44% gain to date.

Montecito Bank & Trust BLK ($1103.59) Holding Chart

Montecito Bank & Trust BLK ($1103.59) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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