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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $474K | Buy |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $520K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $48K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $418K | Buy |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $360K | Sell |
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|
2017
Q4 | $321K | Buy |
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|
2017
Q3 | $331K | Sell |
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|
2017
Q2 | $394K | Buy |
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|
2017
Q1 | $261K | Buy |
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