Carson Wealth (CWM LLC)’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
8,166
+1,085
| +15% | +$7.31K | ﹤0.01% | 3204 |
|
|
2025
Q1 | $39K | Buy |
7,081
+206
| +3% | +$1.14K | ﹤0.01% | 3182 |
|
|
2024
Q4 | $31K | Sell |
6,875
-1,034
| -13% | -$4.66K | ﹤0.01% | 3143 |
|
|
2024
Q3 | $48K | Sell |
7,909
-1,001
| -11% | -$6.08K | ﹤0.01% | 2719 |
|
|
2024
Q2 | $47K | Buy |
8,910
+219
| +3% | +$1.16K | ﹤0.01% | 2510 |
|
|
2024
Q1 | $55K | Buy |
8,691
+1,036
| +14% | +$6.56K | ﹤0.01% | 2227 |
|
|
2023
Q4 | $48K | Buy |
7,655
+1,254
| +20% | +$7.86K | ﹤0.01% | 2205 |
|
|
2023
Q3 | $31K | Buy |
6,401
+696
| +12% | +$3.37K | ﹤0.01% | 2384 |
|
|
2023
Q2 | $31K | Buy |
5,705
+1,279
| +29% | +$6.95K | ﹤0.01% | 2339 |
|
|
2023
Q1 | $20K | Sell |
4,426
-588
| -12% | -$2.66K | ﹤0.01% | 2511 |
|
|
2022
Q4 | $21K | Buy |
5,014
+336
| +7% | +$1.41K | ﹤0.01% | 2325 |
|
|
2022
Q3 | $22K | Buy |
4,678
+420
| +10% | +$1.98K | ﹤0.01% | 2162 |
|
|
2022
Q2 | $17K | Buy |
4,258
+3,231
| +315% | +$12.9K | ﹤0.01% | 2221 |
|
|
2022
Q1 | $5K | Buy |
+1,027
| New | +$5K | ﹤0.01% | 2829 |
|
|
2018
Q4 | – | Sell |
-430
| Closed | -$2K | – | 2169 |
|
|
2018
Q3 | $2K | Sell |
430
-232
| -35% | -$1.08K | ﹤0.01% | 1526 |
|
|
2018
Q2 | $3K | Buy |
662
+224
| +51% | +$1.02K | ﹤0.01% | 1292 |
|
|
2018
Q1 | $3K | Buy |
+438
| New | +$3K | ﹤0.01% | 1103 |
|