Checchi Capital Advisers’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 | $218K | Hold |
26,012
| – | – | 0.02% | 566 |
|
|
2025
Q4 | $186K | Buy |
26,012
+281
| +1% | +$2K | 0.01% | 536 |
|
|
2025
Q3 | $183K | Hold |
25,731
| – | – | 0.01% | 542 |
|
|
2025
Q2 | $170K | Buy |
25,731
+195
| +0.8% | +$1.19K | 0.01% | 563 |
|
|
2025
Q1 | $136K | Buy |
25,536
+7,413
| +41% | +$37.3K | 0.01% | 572 |
|
|
2024
Q4 | $79.3K | Sell |
18,123
-1,388
| -7% | -$7.14K | 0.01% | 558 |
|
|
2024
Q3 | $115K | Hold |
19,511
| – | – | 0.01% | 570 |
|
|
2024
Q2 | $101K | Hold |
19,511
| – | – | 0.01% | 552 |
|
|
2024
Q1 | $119K | Sell |
19,511
-19,598
| -50% | -$118K | 0.01% | 569 |
|
|
2023
Q4 | $240K | Hold |
39,109
| – | – | 0.02% | 481 |
|
|
2023
Q3 | $185K | Hold |
39,109
| – | – | 0.02% | 509 |
|
|
2023
Q2 | $204K | Sell |
39,109
-748
| -2% | -$3.54K | 0.02% | 541 |
|
|
2023
Q1 | $171K | Buy |
39,857
+142
| +0.4% | +$602 | 0.02% | 536 |
|
|
2022
Q4 | $165K | Hold |
39,715
| – | – | 0.02% | 521 |
|
|
2022
Q3 | $181K | Hold |
39,715
| – | – | 0.02% | 520 |
|
|
2022
Q2 | $158K | Buy |
39,715
+671
| +2% | +$2.98K | 0.02% | 560 |
|
|
2022
Q1 | $197K | Buy |
39,044
+629
| +2% | +$2.65K | 0.02% | 527 |
|
|
2021
Q4 | $127K | Sell |
38,415
-23,718
| -38% | -$85.4K | 0.01% | 528 |
|
|
2021
Q3 | $238K | Buy |
62,133
+907
| +1% | +$3.71K | 0.03% | 433 |
|
|
2021
Q2 | $268K | Buy |
61,226
+2,333
| +4% | +$9.4K | 0.03% | 420 |
|
|
2021
Q1 | $213K | Buy |
58,893
+911
| +2% | +$3.44K | 0.03% | 470 |
|
|
2020
Q4 | $257K | Buy |
57,982
+1,292
| +2% | +$4.83K | 0.04% | 385 |
|
|
2020
Q3 | $164K | Sell |
56,690
-3,618
| -6% | -$12.3K | 0.03% | 421 |
|
|
2020
Q2 | $206K | Hold |
60,308
| – | – | 0.04% | 402 |
|
|
2020
Q1 | $197K | Buy |
60,308
+16,508
| +38% | +$84.6K | 0.04% | 348 |
|
|
2019
Q4 | $292K | Sell |
43,800
-6,560
| -13% | -$41.1K | 0.06% | 311 |
|
|
2019
Q3 | $308K | Buy |
50,360
+3,210
| +7% | +$20.8K | 0.06% | 287 |
|
|
2019
Q2 | $323K | Buy |
47,150
+1,529
| +3% | +$9.63K | 0.07% | 279 |
|
|
2019
Q1 | $292K | Sell |
45,621
-13,887
| -23% | -$98.2K | 0.06% | 294 |
|
|
2018
Q4 | $396K | Sell |
59,508
-4,607
| -7% | -$29.6K | 0.09% | 207 |
|
|
2018
Q3 | $341K | Buy |
64,115
+12,172
| +23% | +$65.4K | 0.07% | 291 |
|
|
2018
Q2 | $262K | Buy |
51,943
+2,737
| +6% | +$17K | 0.06% | 327 |
|
|
2018
Q1 | $372K | Sell |
49,206
-23,519
| -32% | -$176K | 0.09% | 246 |
|
|
2017
Q4 | $459K | Buy |
72,725
+1,210
| +2% | +$7.72K | 0.11% | 216 |
|
|
2017
Q3 | $475K | Buy |
71,515
+15,968
| +29% | +$97.6K | 0.13% | 186 |
|
|
2017
Q2 | $298K | Buy |
55,547
+2,565
| +5% | +$14.4K | 0.08% | 277 |
|
|
2017
Q1 | $310K | Buy |
52,982
+1,772
| +3% | +$10.5K | 0.08% | 265 |
|
|
2016
Q4 | $255K | Sell |
51,210
-14,391
| -22% | -$73.8K | 0.07% | 306 |
|
|
2016
Q3 | $316K | Buy |
65,601
+18,890
| +40% | +$89.4K | 0.09% | 245 |
|
|
2016
Q2 | $194K | Sell |
46,711
-21,293
| -31% | -$82.1K | 0.05% | 349 |
|
|
2016
Q1 | $258K | Buy |
68,004
+16,055
| +31% | +$48.9K | 0.07% | 269 |
|
|
2015
Q4 | $149K | Buy |
51,949
+16,306
| +46% | +$51.8K | 0.05% | 339 |
|
|
2015
Q3 | $104K | Sell |
35,643
-2,921
| -8% | -$10.4K | 0.03% | 329 |
|
|
2015
Q2 | $169K | Buy |
38,564
+11,532
| +43% | +$54.2K | 0.05% | 346 |
|
|
2015
Q1 | $120K | Buy |
+27,032
| New | +$132K | 0.04% | 342 |
|
|
2014
Q4 | – | Sell |
-47,661
| Closed | -$265K | – | 337 |
|
|
2014
Q3 | $265K | Buy |
47,661
+1,118
| +2% | +$7.13K | 0.11% | 200 |
|
|
2014
Q2 | $268K | Buy |
+46,543
| New | +$274K | 0.12% | 165 |
|
Other funds holding ITUB
OAG
WGI
