Cerity Partners’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $570K | Sell |
68,034
-1,064
| -2% | -$8.9K | ﹤0.01% | 2204 |
|
|
2025
Q4 | $495K | Sell |
69,098
-3,636
| -5% | -$25.9K | ﹤0.01% | 2118 |
|
|
2025
Q3 | $518K | Buy |
72,734
+813
| +1% | +$5.37K | ﹤0.01% | 1948 |
|
|
2025
Q2 | $474K | Buy |
71,921
+931
| +1% | +$5.67K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $379K | Sell |
70,990
-4,046
| -5% | -$20.4K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $360K | Sell |
75,036
-7,273
| -9% | -$37.4K | ﹤0.01% | 1941 |
|
|
2024
Q3 | $483K | Buy |
82,309
+19,506
| +31% | +$110K | ﹤0.01% | 1786 |
|
|
2024
Q2 | $324K | Sell |
62,803
-22,147
| -26% | -$121K | ﹤0.01% | 1774 |
|
|
2024
Q1 | $520K | Buy |
84,950
+18,668
| +28% | +$112K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $407K | Buy |
66,282
+7,849
| +13% | +$41.6K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $277K | Sell |
58,433
-950
| -2% | -$4.74K | ﹤0.01% | 1177 |
|
|
2023
Q2 | $309K | Sell |
59,383
-3,203
| -5% | -$15.1K | ﹤0.01% | 1381 |
|
|
2023
Q1 | $269K | Buy |
62,586
+5,485
| +10% | +$23.3K | ﹤0.01% | 1582 |
|
|
2022
Q4 | $237K | Buy |
57,101
+595
| +1% | +$2.7K | ﹤0.01% | 1244 |
|
|
2022
Q3 | $258K | Buy |
56,506
+7,927
| +16% | +$33.8K | ﹤0.01% | 959 |
|
|
2022
Q2 | $184K | Buy |
48,579
+20,587
| +74% | +$91.4K | ﹤0.01% | 1087 |
|
|
2022
Q1 | $141K | Buy |
27,992
+12,919
| +86% | +$54.4K | ﹤0.01% | 882 |
|
|
2021
Q4 | $48K | Buy |
+15,073
| New | +$54.3K | ﹤0.01% | 1001 |
|
|
2019
Q1 | – | Sell |
-62,819
| Closed | -$418K | – | 548 |
|
|
2018
Q4 | $418K | Buy |
62,819
+848
| +1% | +$5.45K | 0.03% | 343 |
|
|
2018
Q3 | $330K | Buy |
61,971
+68
| +0.1% | +$365 | 0.02% | 398 |
|
|
2018
Q2 | $312K | Buy |
61,903
+14,303
| +30% | +$88.9K | 0.02% | 409 |
|
|
2018
Q1 | $360K | Sell |
47,600
-3,319
| -7% | -$24.8K | 0.03% | 391 |
|
|
2017
Q4 | $321K | Buy |
50,919
+1,045
| +2% | +$6.67K | 0.02% | 428 |
|
|
2017
Q3 | $331K | Sell |
49,874
-38,482
| -44% | -$235K | 0.02% | 409 |
|
|
2017
Q2 | $394K | Buy |
88,356
+43,700
| +98% | +$245K | 0.03% | 256 |
|
|
2017
Q1 | $261K | Buy |
+44,656
| New | +$265K | 0.02% | 370 |
|
Other funds holding ITUB
OAG
WGI
