Clearstead Advisors’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 | $3.64K | Hold |
536
| – | – | ﹤0.01% | 2189 |
|
2025
Q1 | $2.95K | Sell |
536
-4,215
| -89% | -$23.2K | ﹤0.01% | 1825 |
|
2024
Q4 | $21.4K | Hold |
4,751
| – | – | ﹤0.01% | 1361 |
|
2024
Q3 | $28.7K | Hold |
4,751
| – | – | ﹤0.01% | 1330 |
|
2024
Q2 | $25.2K | Hold |
4,751
| – | – | ﹤0.01% | 1314 |
|
2024
Q1 | $27.7K | Buy |
4,751
+4,214
| +785% | +$24.6K | ﹤0.01% | 883 |
|
2023
Q4 | $3.39K | Sell |
537
-537
| -50% | -$3.39K | ﹤0.01% | 1213 |
|
2023
Q3 | $5.24K | Buy |
+1,074
| New | +$5.24K | ﹤0.01% | 1231 |
|