Checchi Capital Advisers’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 | $170K | Buy |
24,982
+190
| +0.8% | +$1.29K | 0.01% | 558 |
|
2025
Q1 | $136K | Buy |
24,792
+7,196
| +41% | +$39.6K | 0.01% | 568 |
|
2024
Q4 | $79.3K | Sell |
17,596
-1,347
| -7% | -$6.07K | ﹤0.01% | 554 |
|
2024
Q3 | $115K | Hold |
18,943
| – | – | 0.01% | 566 |
|
2024
Q2 | $101K | Hold |
18,943
| – | – | 0.01% | 548 |
|
2024
Q1 | $119K | Sell |
18,943
-19,027
| -50% | -$120K | 0.01% | 567 |
|
2023
Q4 | $240K | Hold |
37,970
| – | – | 0.02% | 480 |
|
2023
Q3 | $185K | Hold |
37,970
| – | – | 0.02% | 508 |
|
2023
Q2 | $204K | Sell |
37,970
-726
| -2% | -$3.89K | 0.02% | 540 |
|
2023
Q1 | $171K | Buy |
38,696
+138
| +0.4% | +$611 | 0.02% | 535 |
|
2022
Q4 | $165K | Hold |
38,558
| – | – | 0.02% | 521 |
|
2022
Q3 | $181K | Hold |
38,558
| – | – | 0.02% | 516 |
|
2022
Q2 | $158K | Buy |
38,558
+651
| +2% | +$2.67K | 0.01% | 556 |
|
2022
Q1 | $197K | Buy |
37,907
+610
| +2% | +$3.17K | 0.02% | 523 |
|
2021
Q4 | $127K | Sell |
37,297
-23,027
| -38% | -$78.4K | 0.01% | 523 |
|
2021
Q3 | $238K | Buy |
60,324
+881
| +1% | +$3.48K | 0.02% | 428 |
|
2021
Q2 | $268K | Buy |
59,443
+2,266
| +4% | +$10.2K | 0.03% | 413 |
|
2021
Q1 | $213K | Buy |
57,177
+884
| +2% | +$3.29K | 0.02% | 462 |
|
2020
Q4 | $257K | Buy |
56,293
+1,254
| +2% | +$5.73K | 0.03% | 376 |
|
2020
Q3 | $164K | Sell |
55,039
-3,513
| -6% | -$10.5K | 0.02% | 414 |
|
2020
Q2 | $206K | Hold |
58,552
| – | – | 0.02% | 394 |
|
2020
Q1 | $197K | Buy |
58,552
+16,028
| +38% | +$53.9K | 0.02% | 339 |
|
2019
Q4 | $292K | Sell |
42,524
-6,369
| -13% | -$43.7K | 0.04% | 303 |
|
2019
Q3 | $308K | Buy |
48,893
+3,116
| +7% | +$19.6K | 0.04% | 279 |
|
2019
Q2 | $323K | Buy |
45,777
+1,485
| +3% | +$10.5K | 0.04% | 271 |
|
2019
Q1 | $292K | Sell |
44,292
-13,483
| -23% | -$88.9K | 0.03% | 285 |
|
2018
Q4 | $396K | Sell |
57,775
-4,472
| -7% | -$30.7K | 0.05% | 198 |
|
2018
Q3 | $341K | Buy |
62,247
+11,816
| +23% | +$64.7K | 0.04% | 283 |
|
2018
Q2 | $262K | Buy |
50,431
+2,658
| +6% | +$13.8K | 0.03% | 320 |
|
2018
Q1 | $372K | Sell |
47,773
-22,834
| -32% | -$178K | 0.05% | 239 |
|
2017
Q4 | $459K | Buy |
70,607
+1,175
| +2% | +$7.64K | 0.06% | 208 |
|
2017
Q3 | $475K | Buy |
69,432
+15,503
| +29% | +$106K | 0.05% | 178 |
|
2017
Q2 | $298K | Buy |
53,929
+2,490
| +5% | +$13.8K | 0.03% | 270 |
|
2017
Q1 | $310K | Buy |
51,439
+1,721
| +3% | +$10.4K | 0.04% | 257 |
|
2016
Q4 | $255K | Sell |
49,718
-13,972
| -22% | -$71.7K | 0.03% | 299 |
|
2016
Q3 | $316K | Buy |
63,690
+18,339
| +40% | +$91K | 0.04% | 236 |
|
2016
Q2 | $194K | Sell |
45,351
-20,673
| -31% | -$88.4K | 0.02% | 340 |
|
2016
Q1 | $258K | Buy |
66,024
+15,588
| +31% | +$60.9K | 0.06% | 262 |
|
2015
Q4 | $149K | Buy |
50,436
+15,831
| +46% | +$46.8K | 0.04% | 335 |
|
2015
Q3 | $104K | Sell |
34,605
-2,835
| -8% | -$8.52K | 0.03% | 324 |
|
2015
Q2 | $169K | Buy |
37,440
+11,195
| +43% | +$50.5K | 0.04% | 341 |
|
2015
Q1 | $120K | Buy |
+26,245
| New | +$120K | 0.04% | 338 |
|
2014
Q4 | – | Sell |
-46,272
| Closed | -$265K | – | 331 |
|
2014
Q3 | $265K | Buy |
46,272
+1,084
| +2% | +$6.21K | 0.11% | 199 |
|
2014
Q2 | $268K | Buy |
+45,188
| New | +$268K | 0.12% | 165 |
|