LWAM
Legacy Wealth Asset Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
101,128
-661
| -0.6% | -$4.49K | 0.17% | 173 |
|
|
2025
Q1 | $560K | Buy |
101,789
+11,655
| +13% | +$64.1K | 0.15% | 221 |
|
|
2024
Q4 | $447K | Sell |
90,134
-1,056
| -1% | -$5.24K | 0.12% | 253 |
|
|
2024
Q3 | $606K | Sell |
91,190
-219
| -0.2% | -$1.46K | 0.16% | 207 |
|
|
2024
Q2 | $534K | Buy |
91,409
+1,753
| +2% | +$10.2K | 0.15% | 215 |
|
|
2024
Q1 | $621K | Sell |
89,656
-2,894
| -3% | -$20.1K | 0.17% | 182 |
|
|
2023
Q4 | $643K | Buy |
92,550
+83
| +0.1% | +$577 | 0.21% | 156 |
|
|
2023
Q3 | $497K | Sell |
92,467
-13,462
| -13% | -$72.3K | 0.18% | 197 |
|
|
2023
Q2 | $625K | Sell |
105,929
-1,709
| -2% | -$10.1K | 0.22% | 154 |
|
|
2023
Q1 | $524K | Buy |
107,638
+8,888
| +9% | +$43.3K | 0.19% | 183 |
|
|
2022
Q4 | $465K | Buy |
98,750
+353
| +0.4% | +$1.66K | 0.18% | 195 |
|
|
2022
Q3 | $509K | Buy |
98,397
+40,431
| +70% | +$209K | 0.22% | 161 |
|
|
2022
Q2 | $248K | Buy |
57,966
+1,458
| +3% | +$6.24K | 0.1% | 259 |
|
|
2022
Q1 | $323K | Sell |
56,508
-128,290
| -69% | -$733K | 0.12% | 243 |
|
|
2021
Q4 | $693K | Buy |
184,798
+24,566
| +15% | +$92.1K | 0.23% | 156 |
|
|
2021
Q3 | $844K | Buy |
160,232
+26,921
| +20% | +$142K | 0.39% | 98 |
|
|
2021
Q2 | $801K | Sell |
133,311
-2,086
| -2% | -$12.5K | 0.36% | 110 |
|
|
2021
Q1 | $672K | Buy |
135,397
+65,060
| +92% | +$323K | 0.31% | 138 |
|
|
2020
Q4 | $428K | Buy |
+70,337
| New | +$428K | 0.22% | 181 |
|