Congress Wealth Management’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 | $325K | Sell |
47,858
-14,255
| -23% | -$96.8K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $342K | Buy |
62,113
+5,643
| +10% | +$31K | ﹤0.01% | 915 |
|
|
2024
Q4 | $255K | Sell |
56,470
-9,376
| -14% | -$42.3K | ﹤0.01% | 800 |
|
|
2024
Q3 | $398K | Sell |
65,846
-276
| -0.4% | -$1.67K | 0.01% | 676 |
|
|
2024
Q2 | $351K | Sell |
66,122
-716
| -1% | -$3.8K | 0.01% | 583 |
|
|
2024
Q1 | $421K | Sell |
66,838
-13,359
| -17% | -$84.2K | 0.01% | 463 |
|
|
2023
Q4 | $507K | Buy |
+80,197
| New | +$507K | 0.01% | 463 |
|