CIBC Private Wealth Group’s Itaú Unibanco ITUB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.32K Sell
636
-439
-41% -$2.98K ﹤0.01% 2482
2025
Q1
$5.63K Buy
1,075
+579
+117% +$3.03K ﹤0.01% 2418
2024
Q4
$2.3K Hold
496
﹤0.01% 2671
2024
Q3
$3K Sell
496
-31,054
-98% -$188K ﹤0.01% 2728
2024
Q2
$172K Buy
31,550
+493
+2% +$2.68K ﹤0.01% 1178
2024
Q1
$187K Buy
+31,057
New +$187K ﹤0.01% 1153
2022
Q3
Sell
-1,558
Closed -$6K 1051
2022
Q2
$6K Buy
1,558
+1,139
+272% +$4.39K ﹤0.01% 1097
2022
Q1
$2K Buy
+419
New +$2K ﹤0.01% 1223
2018
Q3
Sell
-4,431
Closed -$23K 1328
2018
Q2
$23K Hold
4,431
﹤0.01% 1364
2018
Q1
$35K Buy
4,431
+270
+6% +$2.13K ﹤0.01% 1244
2017
Q4
$27K Buy
+4,161
New +$27K ﹤0.01% 1344