Mount Yale Investment Advisors’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
Q2
$100K Buy
2025
Q1
$79.6K Buy
2024
Q4
$56.6K Buy
2024
Q3
Sell
2024
Q2
$67K Sell
2024
Q1
$88.2K Buy
2023
Q4
$87K Buy