Atlas Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248K | Sell |
29,546
-375
| -1% | -$3.14K | 0.03% | 379 |
|
|
2025
Q4 | $214K | Buy |
+29,921
| New | +$213K | 0.02% | 405 |
|
|
2025
Q2 | $73.1K | Buy |
11,082
+10,607
| +2,233% | +$64.7K | 0.01% | 576 |
|
|
2025
Q1 | $2.54K | Sell |
475
-3,873
| -89% | -$19.5K | ﹤0.01% | 896 |
|
|
2024
Q4 | $19K | Hold |
4,348
| – | – | ﹤0.01% | 726 |
|
|
2024
Q3 | $25.5K | Sell |
4,348
-38,028
| -90% | -$214K | ﹤0.01% | 660 |
|
|
2024
Q2 | $218K | Hold |
42,376
| – | – | 0.03% | 372 |
|
|
2024
Q1 | $259K | Sell |
42,376
-10,635
| -20% | -$64K | 0.04% | 328 |
|
|
2023
Q4 | $325K | Hold |
53,011
| – | – | 0.05% | 292 |
|
|
2023
Q3 | $251K | Hold |
53,011
| – | – | 0.04% | 308 |
|
|
2023
Q2 | $276K | Sell |
53,011
-2,159
| -4% | -$10.2K | 0.04% | 309 |
|
|
2023
Q1 | $237K | Sell |
55,170
-51,980
| -49% | -$220K | 0.04% | 329 |
|
|
2022
Q4 | $445K | Sell |
107,150
-32,374
| -23% | -$147K | 0.07% | 202 |
|
|
2022
Q3 | $637K | Buy |
139,524
+8,289
| +6% | +$35.3K | 0.12% | 145 |
|
|
2022
Q2 | $496K | Buy |
131,235
+4,274
| +3% | +$19K | 0.08% | 196 |
|
|
2022
Q1 | $640K | Buy |
126,961
+82,667
| +187% | +$348K | 0.1% | 181 |
|
|
2021
Q4 | $147K | Buy |
44,294
+12,187
| +38% | +$43.9K | 0.02% | 402 |
|
|
2021
Q3 | $123K | Buy |
32,107
+14,168
| +79% | +$58K | 0.02% | 411 |
|
|
2021
Q2 | $78.4K | Buy |
17,939
+5,218
| +41% | +$21K | 0.01% | 480 |
|
|
2021
Q1 | $45.9K | Hold |
12,721
| – | – | 0.01% | 503 |
|
|
2020
Q4 | $56.4K | Buy |
+12,721
| New | +$47.6K | 0.01% | 456 |
|
|
2020
Q2 | – | Sell |
-9,776
| Closed | -$31.9K | – | 706 |
|
|
2020
Q1 | $31.9K | Sell |
9,776
-42,921
| -81% | -$220K | 0.01% | 478 |
|
|
2019
Q4 | $351K | Sell |
52,697
-39,277
| -43% | -$246K | 0.09% | 243 |
|
|
2019
Q3 | $563K | Buy |
91,974
+27,688
| +43% | +$180K | 0.17% | 168 |
|
|
2019
Q2 | $441K | Buy |
64,286
+3,505
| +6% | +$22.1K | 0.14% | 185 |
|
|
2019
Q1 | $390K | Buy |
60,781
+10,410
| +21% | +$73.6K | 0.14% | 182 |
|
|
2018
Q4 | $335K | Buy |
+50,371
| New | +$324K | 0.13% | 191 |
|
|
2018
Q3 | – | Sell |
-164,590
| Closed | -$931K | – | 552 |
|
|
2018
Q2 | $931K | Sell |
164,590
-29,456
| -15% | -$183K | 0.33% | 83 |
|
|
2018
Q1 | $1.47M | Buy |
+194,046
| New | +$1.45M | 0.45% | 51 |
|
Other funds holding ITUB
OAG
WGI
