Bell Investment 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 | $883 | Hold |
130
| – | – | ﹤0.01% | 1627 |
|
|
2025
Q1 | $715 | Sell |
130
-1
| -0.8% | -$6 | ﹤0.01% | 1654 |
|
|
2024
Q4 | $591 | Hold |
131
| – | – | ﹤0.01% | 1721 |
|
|
2024
Q3 | $792 | Hold |
131
| – | – | ﹤0.01% | 1664 |
|
|
2024
Q2 | $695 | Hold |
131
| – | – | ﹤0.01% | 1708 |
|
|
2024
Q1 | $825 | Hold |
131
| – | – | ﹤0.01% | 1655 |
|
|
2023
Q4 | $828 | Hold |
131
| – | – | ﹤0.01% | 1637 |
|
|
2023
Q3 | $640 | Hold |
131
| – | – | ﹤0.01% | 1695 |
|
|
2023
Q2 | $703 | Hold |
131
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q1 | $580 | Hold |
131
| – | – | ﹤0.01% | 1755 |
|
|
2022
Q4 | $560 | Hold |
131
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q3 | $1K | Buy |
+131
| New | +$1K | ﹤0.01% | 1448 |
|
|
2021
Q4 | $4K | Sell |
1,071
-51
| -5% | -$190 | ﹤0.01% | 869 |
|
|
2021
Q3 | $4K | Buy |
+1,122
| New | +$4K | ﹤0.01% | 800 |
|