Carson Wealth (CWM LLC)’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60K | Hold |
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|
2025
Q2 | $55K | Buy |
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|
2025
Q1 | $39K | Buy |
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|
2024
Q4 | $31K | Sell |
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|
2024
Q3 | $48K | Sell |
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|
2024
Q2 | $47K | Buy |
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|
2024
Q1 | $55K | Buy |
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|
2023
Q4 | $48K | Buy |
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|
2023
Q3 | $31K | Buy |
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|
2023
Q2 | $31K | Buy |
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|
2023
Q1 | $20K | Sell |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Sell |
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|
2018
Q2 | $3K | Buy |
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|
2018
Q1 | $3K | Buy |
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