Corient Private Wealth’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 | $273K | Buy |
40,203
+21,443
| +114% | +$146K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $103K | Sell |
18,760
-843
| -4% | -$4.64K | ﹤0.01% | 2166 |
|
|
2024
Q4 | $88.4K | Sell |
19,603
-7,710
| -28% | -$34.8K | ﹤0.01% | 2233 |
|
|
2024
Q3 | $165K | Buy |
27,313
+5,150
| +23% | +$31.1K | ﹤0.01% | 2229 |
|
|
2024
Q2 | $118K | Sell |
22,163
-767
| -3% | -$4.07K | ﹤0.01% | 2186 |
|
|
2024
Q1 | $144K | Sell |
22,930
-11,941
| -34% | -$75.2K | ﹤0.01% | 2134 |
|
|
2023
Q4 | $220K | Buy |
34,871
+3,396
| +11% | +$21.5K | ﹤0.01% | 2019 |
|
|
2023
Q3 | $151K | Buy |
31,475
+3,098
| +11% | +$14.9K | ﹤0.01% | 1964 |
|
|
2023
Q2 | $152K | Sell |
28,377
-1,160
| -4% | -$6.22K | ﹤0.01% | 1913 |
|
|
2023
Q1 | $131K | Buy |
29,537
+12,540
| +74% | +$55.5K | ﹤0.01% | 1843 |
|
|
2022
Q4 | $72.9K | Buy |
+16,997
| New | +$72.9K | ﹤0.01% | 1596 |
|