Advisors Asset Management’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.32M | Buy |
277,073
+86,193
| +45% | +$721K | 0.04% | 552 |
|
|
2025
Q4 | $1.37M | Buy |
190,880
+40,589
| +27% | +$289K | 0.02% | 707 |
|
|
2025
Q3 | $1.07M | Buy |
150,291
+56,261
| +60% | +$372K | 0.02% | 763 |
|
|
2025
Q2 | $620K | Buy |
94,030
+7,298
| +8% | +$44.5K | 0.01% | 902 |
|
|
2025
Q1 | $463K | Buy |
86,732
+4,549
| +6% | +$22.9K | 0.01% | 947 |
|
|
2024
Q4 | $360K | Buy |
82,183
+3,707
| +5% | +$19.1K | 0.01% | 1001 |
|
|
2024
Q3 | $461K | Buy |
78,476
+11,325
| +17% | +$63.8K | 0.01% | 955 |
|
|
2024
Q2 | $346K | Buy |
67,151
+3,560
| +6% | +$19.5K | 0.01% | 983 |
|
|
2024
Q1 | $389K | Sell |
63,591
-821
| -1% | -$4.94K | 0.01% | 979 |
|
|
2023
Q4 | $395K | Buy |
64,412
+4,283
| +7% | +$22.7K | 0.01% | 966 |
|
|
2023
Q3 | $285K | Buy |
60,129
+3,007
| +5% | +$15K | 0.01% | 1041 |
|
|
2023
Q2 | $297K | Buy |
57,122
+11,062
| +24% | +$52.3K | 0.01% | 1049 |
|
|
2023
Q1 | $198K | Buy |
46,060
+1,607
| +4% | +$6.81K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $185K | Buy |
44,453
+191
| +0.4% | +$868 | ﹤0.01% | 1138 |
|
|
2022
Q3 | $202K | Sell |
44,262
-425
| -1% | -$1.81K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $169K | Sell |
44,687
-5,437
| -11% | -$24.1K | ﹤0.01% | 1194 |
|
|
2022
Q1 | $253K | Sell |
50,124
-42
| -0.1% | -$177 | ﹤0.01% | 1176 |
|
|
2021
Q4 | $166K | Buy |
50,166
+10,878
| +28% | +$39.2K | ﹤0.01% | 1282 |
|
|
2021
Q3 | $151K | Buy |
39,288
+1,554
| +4% | +$6.36K | ﹤0.01% | 1251 |
|
|
2021
Q2 | $165K | Buy |
37,734
+4,653
| +14% | +$18.8K | ﹤0.01% | 1230 |
|
|
2021
Q1 | $119K | Buy |
33,081
+1,518
| +5% | +$5.73K | ﹤0.01% | 1310 |
|
|
2020
Q4 | $140K | Buy |
31,563
+3,645
| +13% | +$13.6K | ﹤0.01% | 1304 |
|
|
2020
Q3 | $81K | Sell |
27,918
-353
| -1% | -$1.2K | ﹤0.01% | 1345 |
|
|
2020
Q2 | $96K | Sell |
28,271
-1,710
| -6% | -$5.55K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $98K | Buy |
29,981
+6,487
| +28% | +$33.3K | ﹤0.01% | 1228 |
|
|
2019
Q4 | $156K | Buy |
23,494
+4,021
| +21% | +$25.2K | ﹤0.01% | 1256 |
|
|
2019
Q3 | $119K | Buy |
19,473
+1,438
| +8% | +$9.33K | ﹤0.01% | 1272 |
|
|
2019
Q2 | $124K | Buy |
18,035
+6,410
| +55% | +$40.4K | ﹤0.01% | 1274 |
|
|
2019
Q1 | $75K | Buy |
11,625
+3,852
| +50% | +$27.3K | ﹤0.01% | 1566 |
|
|
2018
Q4 | $52K | Buy |
7,773
+2,473
| +47% | +$15.9K | ﹤0.01% | 1428 |
|
|
2018
Q3 | $28K | Buy |
5,300
+1,206
| +29% | +$6.48K | ﹤0.01% | 1485 |
|
|
2018
Q2 | $21K | Buy |
+4,094
| New | +$25.4K | ﹤0.01% | 1505 |
|
|
2017
Q3 | – | Sell |
-20,910
| Closed | -$112K | – | 1534 |
|
|
2017
Q2 | $112K | Sell |
20,910
-117,639
| -85% | -$660K | ﹤0.01% | 1357 |
|
|
2017
Q1 | $811K | Sell |
138,549
-46,340
| -25% | -$275K | 0.01% | 933 |
|
|
2016
Q4 | $922K | Sell |
184,889
-6,974
| -4% | -$35.7K | 0.02% | 909 |
|
|
2016
Q3 | $926K | Sell |
191,863
-31,913
| -14% | -$151K | 0.02% | 893 |
|
|
2016
Q2 | $932K | Sell |
223,776
-7,993
| -3% | -$30.8K | 0.02% | 900 |
|
|
2016
Q1 | $878K | Sell |
231,769
-29,287
| -11% | -$89.2K | 0.01% | 904 |
|
|
2015
Q4 | $749K | Buy |
261,056
+21,486
| +9% | +$68.2K | 0.01% | 1001 |
|
|
2015
Q3 | $699K | Buy |
239,570
+23,190
| +11% | +$82.3K | 0.01% | 980 |
|
|
2015
Q2 | $950K | Buy |
216,380
+118,604
| +121% | +$558K | 0.01% | 933 |
|
|
2015
Q1 | $434K | Buy |
97,776
+8,456
| +9% | +$41.3K | 0.01% | 1141 |
|
|
2014
Q4 | $466K | Buy |
89,320
+1,407
| +2% | +$7.91K | 0.01% | 1086 |
|
|
2014
Q3 | $489K | Buy |
87,913
+20,664
| +31% | +$132K | 0.01% | 1039 |
|
|
2014
Q2 | $388K | Buy |
67,249
+12,164
| +22% | +$71.6K | 0.01% | 1111 |
|
|
2014
Q1 | $298K | Buy |
55,085
+21,369
| +63% | +$102K | ﹤0.01% | 1152 |
|
|
2013
Q4 | $167K | Buy |
33,716
+16,647
| +98% | +$86.6K | ﹤0.01% | 1257 |
|
|
2013
Q3 | $88K | Buy |
17,069
+8,607
| +102% | +$40.3K | ﹤0.01% | 1391 |
|
|
2013
Q2 | $40K | Buy |
+8,462
| New | +$46.1K | ﹤0.01% | 1599 |
|
Other funds holding ITUB
OAG
WGI
