MWM
Moran Wealth Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
828,255
+4,499
| +0.5% | +$30.5K | 0.17% | 163 |
|
|
2025
Q1 | $4.53M | Buy |
823,756
+113,618
| +16% | +$625K | 0.15% | 190 |
|
|
2024
Q4 | $3.52M | Sell |
710,138
-48,539
| -6% | -$241K | 0.11% | 209 |
|
|
2024
Q3 | $5.05M | Sell |
758,677
-5,088
| -0.7% | -$33.8K | 0.16% | 169 |
|
|
2024
Q2 | $4.46M | Buy |
763,765
+2,831
| +0.4% | +$16.5K | 0.15% | 180 |
|
|
2024
Q1 | $5.27M | Sell |
760,934
-15,649
| -2% | -$108K | 0.17% | 167 |
|
|
2023
Q4 | $5.39M | Buy |
+776,583
| New | +$5.39M | 0.19% | 152 |
|