MWM
Moran Wealth Management’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
131,489
+2,117
| +2% | +$71.2K | 0.14% | 197 |
|
|
2025
Q1 | $4.08M | Sell |
129,372
-2,867
| -2% | -$90.4K | 0.14% | 202 |
|
|
2024
Q4 | $3.95M | Sell |
132,239
-4,635
| -3% | -$138K | 0.13% | 197 |
|
|
2024
Q3 | $4.09M | Sell |
136,874
-1,060
| -0.8% | -$31.6K | 0.13% | 193 |
|
|
2024
Q2 | $3.97M | Buy |
137,934
+3,729
| +3% | +$107K | 0.13% | 188 |
|
|
2024
Q1 | $3.54M | Sell |
134,205
-353
| -0.3% | -$9.32K | 0.11% | 203 |
|
|
2023
Q4 | $3.21M | Buy |
134,558
+62,184
| +86% | +$1.48M | 0.11% | 214 |
|
|
2023
Q3 | $1.67M | Buy |
72,374
+2,325
| +3% | +$53.8K | 0.06% | 225 |
|
|
2023
Q2 | $1.62M | Sell |
70,049
-17,713
| -20% | -$409K | 0.06% | 236 |
|
|
2023
Q1 | $1.89M | Sell |
87,762
-3,064
| -3% | -$66.1K | 0.07% | 223 |
|
|
2022
Q4 | $1.99M | Buy |
+90,826
| New | +$1.99M | 0.08% | 213 |
|