Atlas Capital Advisors’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 | $73.1K | Buy |
10,759
+10,298
| +2,234% | +$69.9K | 0.01% | 576 |
|
2025
Q1 | $2.54K | Sell |
461
-3,761
| -89% | -$20.7K | ﹤0.01% | 896 |
|
2024
Q4 | $19K | Hold |
4,222
| – | – | ﹤0.01% | 726 |
|
2024
Q3 | $25.5K | Sell |
4,222
-36,920
| -90% | -$223K | ﹤0.01% | 660 |
|
2024
Q2 | $218K | Hold |
41,142
| – | – | 0.03% | 372 |
|
2024
Q1 | $259K | Sell |
41,142
-10,325
| -20% | -$65K | 0.04% | 328 |
|
2023
Q4 | $325K | Hold |
51,467
| – | – | 0.05% | 292 |
|
2023
Q3 | $251K | Hold |
51,467
| – | – | 0.04% | 308 |
|
2023
Q2 | $276K | Sell |
51,467
-2,096
| -4% | -$11.2K | 0.04% | 309 |
|
2023
Q1 | $237K | Sell |
53,563
-50,466
| -49% | -$223K | 0.04% | 329 |
|
2022
Q4 | $445K | Sell |
104,029
-31,432
| -23% | -$135K | 0.07% | 202 |
|
2022
Q3 | $637K | Buy |
135,461
+8,048
| +6% | +$37.8K | 0.12% | 145 |
|
2022
Q2 | $496K | Buy |
127,413
+4,150
| +3% | +$16.1K | 0.08% | 196 |
|
2022
Q1 | $640K | Buy |
123,263
+80,260
| +187% | +$417K | 0.1% | 181 |
|
2021
Q4 | $147K | Buy |
43,003
+11,831
| +38% | +$40.3K | 0.02% | 402 |
|
2021
Q3 | $123K | Buy |
31,172
+13,755
| +79% | +$54.3K | 0.02% | 411 |
|
2021
Q2 | $78.4K | Buy |
17,417
+5,067
| +41% | +$22.8K | 0.01% | 480 |
|
2021
Q1 | $45.9K | Hold |
12,350
| – | – | 0.01% | 503 |
|
2020
Q4 | $56.4K | Buy |
+12,350
| New | +$56.4K | 0.01% | 456 |
|
2020
Q2 | – | Sell |
-9,491
| Closed | -$31.9K | – | 706 |
|
2020
Q1 | $31.9K | Sell |
9,491
-41,671
| -81% | -$140K | 0.01% | 478 |
|
2019
Q4 | $351K | Sell |
51,162
-38,133
| -43% | -$262K | 0.09% | 243 |
|
2019
Q3 | $563K | Buy |
89,295
+26,882
| +43% | +$169K | 0.17% | 168 |
|
2019
Q2 | $441K | Buy |
62,413
+3,402
| +6% | +$24K | 0.14% | 185 |
|
2019
Q1 | $390K | Buy |
59,011
+10,108
| +21% | +$66.7K | 0.14% | 182 |
|
2018
Q4 | $335K | Buy |
+48,903
| New | +$335K | 0.13% | 191 |
|
2018
Q3 | – | Sell |
-159,796
| Closed | -$931K | – | 552 |
|
2018
Q2 | $931K | Sell |
159,796
-28,598
| -15% | -$167K | 0.33% | 83 |
|
2018
Q1 | $1.47M | Buy |
+188,394
| New | +$1.47M | 0.45% | 51 |
|