Avantax Advisory Services’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	$93.9K	Sell	13,832 -58	-0.4%	-$394	﹤0.01%	2293
2025 Q1	$76.4K	Buy	13,890 +1,326	+11%	+$7.29K	﹤0.01%	2179
2024 Q4	$56.7K	Sell	12,564 -4,578	-27%	-$20.6K	﹤0.01%	2151
2024 Q3	$104K	Buy	17,142 +3,433	+25%	+$20.8K	﹤0.01%	2070
2024 Q2	$72.8K	Buy	+13,709	New	+$72.8K	﹤0.01%	2029