Cerity Partners’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 | $474K | Buy |
69,826
+904
| +1% | +$6.14K | ﹤0.01% | 1892 |
|
|
2025
Q1 | $379K | Sell |
68,922
-3,929
| -5% | -$21.6K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $360K | Sell |
72,851
-7,061
| -9% | -$34.9K | ﹤0.01% | 1941 |
|
|
2024
Q3 | $483K | Buy |
79,912
+18,938
| +31% | +$114K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $324K | Sell |
60,974
-21,502
| -26% | -$114K | ﹤0.01% | 1772 |
|
|
2024
Q1 | $520K | Buy |
82,476
+18,125
| +28% | +$114K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $407K | Buy |
64,351
+7,620
| +13% | +$48.1K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $277K | Sell |
56,731
-922
| -2% | -$4.5K | ﹤0.01% | 1174 |
|
|
2023
Q2 | $309K | Sell |
57,653
-3,110
| -5% | -$16.7K | ﹤0.01% | 1380 |
|
|
2023
Q1 | $269K | Buy |
60,763
+5,325
| +10% | +$23.6K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $237K | Buy |
55,438
+578
| +1% | +$2.48K | ﹤0.01% | 1243 |
|
|
2022
Q3 | $258K | Buy |
54,860
+7,696
| +16% | +$36.2K | ﹤0.01% | 959 |
|
|
2022
Q2 | $184K | Buy |
47,164
+19,987
| +74% | +$78K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $141K | Buy |
27,177
+12,543
| +86% | +$65.1K | ﹤0.01% | 882 |
|
|
2021
Q4 | $48K | Buy |
+14,634
| New | +$48K | ﹤0.01% | 1001 |
|
|
2019
Q1 | – | Sell |
-60,990
| Closed | -$418K | – | 548 |
|
|
2018
Q4 | $418K | Buy |
60,990
+824
| +1% | +$5.65K | 0.03% | 343 |
|
|
2018
Q3 | $330K | Buy |
60,166
+66
| +0.1% | +$362 | 0.02% | 398 |
|
|
2018
Q2 | $312K | Buy |
60,100
+13,887
| +30% | +$72.1K | 0.02% | 409 |
|
|
2018
Q1 | $360K | Sell |
46,213
-3,223
| -7% | -$25.1K | 0.03% | 391 |
|
|
2017
Q4 | $321K | Buy |
49,436
+1,015
| +2% | +$6.59K | 0.02% | 428 |
|
|
2017
Q3 | $331K | Sell |
48,421
-37,361
| -44% | -$255K | 0.02% | 409 |
|
|
2017
Q2 | $394K | Buy |
85,782
+42,427
| +98% | +$195K | 0.03% | 256 |
|
|
2017
Q1 | $261K | Buy |
+43,355
| New | +$261K | 0.02% | 370 |
|