Itau Unibanco Holding S.A.’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.8K | Hold |
564
| – | – | ﹤0.01% | 224 |
|
|
2025
Q1 | $66K | Sell |
564
-298
| -35% | -$34.9K | ﹤0.01% | 206 |
|
|
2024
Q4 | $108K | Buy |
+862
| New | +$108K | ﹤0.01% | 196 |
|
|
2022
Q4 | – | Sell |
-57
| Closed | -$5K | – | 593 |
|
|
2022
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 517 |
|
|
2021
Q4 | – | Sell |
-30,000
| Closed | -$2.92M | – | 438 |
|
|
2021
Q3 | $2.92M | Buy |
30,000
+29,890
| +27,173% | +$2.91M | 0.16% | 82 |
|
|
2021
Q2 | $10K | Sell |
110
-99,890
| -100% | -$9.08M | ﹤0.01% | 327 |
|
|
2021
Q1 | $7.77M | Buy |
+100,000
| New | +$7.77M | 0.57% | 33 |
|
|
2020
Q2 | – | Sell |
-1,720
| Closed | -$58K | – | 324 |
|
|
2020
Q1 | $58K | Buy |
1,720
+1,011
| +143% | +$34.1K | ﹤0.01% | 216 |
|
|
2019
Q4 | $36K | Buy |
+709
| New | +$36K | ﹤0.01% | 730 |
|
|
2019
Q3 | – | Sell |
-6,833
| Closed | -$299K | – | 545 |
|
|
2019
Q2 | $299K | Buy |
+6,833
| New | +$299K | 0.01% | 465 |
|
|
2018
Q1 | – | Sell |
-1,520
| Closed | -$80K | – | 625 |
|
|
2017
Q4 | $80K | Buy |
+1,520
| New | +$80K | ﹤0.01% | 382 |
|
|
2017
Q2 | – | Sell |
-1,072
| Closed | -$46K | – | 722 |
|
|
2017
Q1 | $46K | Buy |
1,072
+420
| +64% | +$18K | 0.01% | 218 |
|
|
2016
Q4 | $27K | Hold |
652
| – | – | ﹤0.01% | 225 |
|
|
2016
Q3 | $21K | Buy |
+652
| New | +$21K | ﹤0.01% | 248 |
|