Advisory Services Network’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 | $276K | Buy |
+32,887
| New | +$275K | ﹤0.01% | 1632 |
|
|
2025
Q4 | – | Sell |
-421
| Closed | -$3K | – | 3079 |
|
|
2025
Q3 | $3K | Buy |
+421
| New | +$2.78K | ﹤0.01% | 3687 |
|
|
2024
Q1 | – | Sell |
-727
| Closed | -$4.46K | – | 2573 |
|
|
2023
Q4 | $4.46K | Buy |
+727
| New | +$3.85K | ﹤0.01% | 3152 |
|
|
2023
Q2 | – | Sell |
-911
| Closed | -$3.92K | – | 2550 |
|
|
2023
Q1 | $3.92K | Buy |
911
+461
| +102% | +$1.95K | ﹤0.01% | 3236 |
|
|
2022
Q4 | $1.87K | Buy |
+450
| New | +$2.04K | ﹤0.01% | 3454 |
|
|
2021
Q3 | – | Sell |
-2,821
| Closed | -$12K | – | 2347 |
|
|
2021
Q2 | $12K | Buy |
+2,821
| New | +$11.4K | ﹤0.01% | 2710 |
|
|
2021
Q1 | – | Sell |
-1,850
| Closed | -$8K | – | 2269 |
|
|
2020
Q4 | $8K | Sell |
1,850
-1,205
| -39% | -$4.51K | ﹤0.01% | 2541 |
|
|
2020
Q3 | $9K | Buy |
+3,055
| New | +$10.4K | ﹤0.01% | 2494 |
|
|
2020
Q2 | – | Sell |
-1,196
| Closed | -$4K | – | 1916 |
|
|
2020
Q1 | $4K | Hold |
1,196
| – | – | ﹤0.01% | 2560 |
|
|
2019
Q4 | $8K | Hold |
1,196
| – | – | ﹤0.01% | 2444 |
|
|
2019
Q3 | $8K | Hold |
1,196
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q2 | $8K | Sell |
1,196
-6,643
| -85% | -$41.8K | ﹤0.01% | 2247 |
|
|
2019
Q1 | $50K | Hold |
7,839
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q4 | $53K | Buy |
7,839
+7,159
| +1,053% | +$46K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $4K | Hold |
680
| – | – | ﹤0.01% | 2147 |
|
|
2018
Q2 | $4K | Hold |
680
| – | – | ﹤0.01% | 2106 |
|
|
2018
Q1 | $5K | Sell |
680
-99
| -13% | -$741 | ﹤0.01% | 2117 |
|
|
2017
Q4 | $5K | Buy |
779
+99
| +15% | +$632 | ﹤0.01% | 2106 |
|
|
2017
Q3 | $5K | Hold |
680
| – | – | ﹤0.01% | 1883 |
|
|
2017
Q2 | $4K | Hold |
680
| – | – | ﹤0.01% | 1904 |
|
|
2017
Q1 | $4K | Buy |
+680
| New | +$4.03K | ﹤0.01% | 1795 |
|
|
2016
Q3 | $3K | Sell |
680
-567
| -45% | -$2.68K | ﹤0.01% | 1675 |
|
|
2016
Q2 | $5K | Hold |
1,247
| – | – | ﹤0.01% | 1404 |
|
|
2016
Q1 | $5K | Buy |
+1,247
| New | +$3.8K | ﹤0.01% | 1266 |
|
|
2015
Q4 | – | Sell |
-841
| Closed | -$2K | – | 1574 |
|
|
2015
Q3 | $2K | Sell |
841
-2
| -0.2% | -$7 | ﹤0.01% | 1330 |
|
|
2015
Q2 | $4K | Hold |
843
| – | – | ﹤0.01% | 1133 |
|
|
2015
Q1 | $4K | Sell |
843
-474
| -36% | -$2.31K | ﹤0.01% | 1057 |
|
|
2014
Q4 | $7K | Buy |
+1,317
| New | +$7.4K | ﹤0.01% | 814 |
|
|
2014
Q1 | – | Sell |
-1,147
| Closed | -$6K | – | 502 |
|
|
2013
Q4 | $6K | Buy |
+1,147
| New | +$5.96K | ﹤0.01% | 739 |
|
Other funds holding ITUB
OAG
WGI
