CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
|
|||||
|
2025
Q1 | $133K | Sell |
|
|||||
|
2024
Q4 | $114K | Sell |
|
|||||
|
2024
Q3 | $159K | Buy |
|
|||||
|
2024
Q2 | $113K | Buy |
|
|||||
|
2024
Q1 | $101K | Sell |
|
|||||
|
2023
Q4 | $107K | Sell |
|
|||||
|
2023
Q3 | $84K | Sell |
|
|||||
|
2023
Q2 | $97.5K | Buy |
|
|||||
|
2023
Q1 | $74.3K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $20K | Buy |
|
|||||
|
2022
Q1 | $15K | Sell |
|
|||||
|
2021
Q4 | $139K | Sell |
|
|||||
|
2021
Q3 | $222K | Sell |
|
|||||
|
2021
Q2 | $276K | Sell |
|
|||||
|
2021
Q1 | $386K | Buy |
|
|||||
|
2020
Q4 | $330K | Buy |
|
|||||
|
2020
Q3 | $204K | Buy |
|
|||||
|
2020
Q2 | $236K | Buy |
|
|||||
|
2020
Q1 | $81K | Hold |
|
|||||
|
2019
Q4 | $185K | Buy |
|