Allworth Financial’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98K | Buy |
880
+321
| +57% | +$2.18K | ﹤0.01% | 3164 |
|
|
2025
Q1 | $3.43K | Sell |
559
-44
| -7% | -$270 | ﹤0.01% | 2962 |
|
|
2024
Q4 | $3K | Hold |
603
| – | – | ﹤0.01% | 2987 |
|
|
2024
Q3 | $3.65K | Hold |
603
| – | – | ﹤0.01% | 2704 |
|
|
2024
Q2 | $3.37K | Hold |
603
| – | – | ﹤0.01% | 2694 |
|
|
2024
Q1 | $3.8K | Hold |
603
| – | – | ﹤0.01% | 2523 |
|
|
2023
Q4 | $3.81K | Buy |
603
+507
| +528% | +$3.2K | ﹤0.01% | 2385 |
|
|
2023
Q3 | $468 | Sell |
96
-233
| -71% | -$1.14K | ﹤0.01% | 3061 |
|
|
2023
Q2 | $1.77K | Hold |
329
| – | – | ﹤0.01% | 2532 |
|
|
2023
Q1 | $1.46K | Buy |
+329
| New | +$1.46K | ﹤0.01% | 2536 |
|
|
2019
Q2 | – | Sell |
-151
| Closed | -$1K | – | 990 |
|
|
2019
Q1 | $1K | Buy |
+151
| New | +$1K | ﹤0.01% | 902 |
|