Creative Planning’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.8M | Buy |
333,653
+88,265
| +36% | +$738K | ﹤0.01% | 1641 |
|
|
2025
Q4 | $1.76M | Buy |
245,388
+22,312
| +10% | +$159K | ﹤0.01% | 1828 |
|
|
2025
Q3 | $1.59M | Buy |
223,076
+56,374
| +34% | +$372K | ﹤0.01% | 1730 |
|
|
2025
Q2 | $1.1M | Buy |
166,702
+65,837
| +65% | +$401K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $539K | Buy |
100,865
+56,036
| +125% | +$282K | ﹤0.01% | 2214 |
|
|
2024
Q4 | $196K | Buy |
44,829
+27,901
| +165% | +$144K | ﹤0.01% | 2977 |
|
|
2024
Q3 | $99.4K | Buy |
16,928
+4,252
| +34% | +$23.9K | ﹤0.01% | 3018 |
|
|
2024
Q2 | $65.3K | Sell |
12,676
-101
| -0.8% | -$553 | ﹤0.01% | 2899 |
|
|
2024
Q1 | $78.1K | Buy |
12,777
+67
| +0.5% | +$403 | ﹤0.01% | 2739 |
|
|
2023
Q4 | $78K | Sell |
12,710
-312
| -2% | -$1.65K | ﹤0.01% | 2601 |
|
|
2023
Q3 | $61.7K | Buy |
13,022
+646
| +5% | +$3.22K | ﹤0.01% | 2457 |
|
|
2023
Q2 | $64.4K | Sell |
12,376
-195
| -2% | -$922 | ﹤0.01% | 2412 |
|
|
2023
Q1 | $54K | Sell |
12,571
-184
| -1% | -$780 | ﹤0.01% | 2336 |
|
|
2022
Q4 | $53K | Sell |
12,755
-1,201
| -9% | -$5.46K | ﹤0.01% | 2218 |
|
|
2022
Q3 | $64K | Buy |
13,956
+124
| +0.9% | +$529 | ﹤0.01% | 2095 |
|
|
2022
Q2 | $52K | Buy |
13,832
+22
| +0.2% | +$98 | ﹤0.01% | 2047 |
|
|
2022
Q1 | $69K | Buy |
13,810
+927
| +7% | +$3.9K | ﹤0.01% | 2026 |
|
|
2021
Q4 | $43K | Sell |
12,883
-2,860
| -18% | -$10.3K | ﹤0.01% | 2006 |
|
|
2021
Q3 | $60K | Buy |
15,743
+256
| +2% | +$1.05K | ﹤0.01% | 1982 |
|
|
2021
Q2 | $68K | Buy |
15,487
+999
| +7% | +$4.03K | ﹤0.01% | 1910 |
|
|
2021
Q1 | $52K | Hold |
14,488
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q4 | $64K | Buy |
14,488
+8
| +0.1% | +$30 | ﹤0.01% | 2079 |
|
|
2020
Q3 | $42K | Sell |
14,480
-80
| -0.5% | -$272 | ﹤0.01% | 1919 |
|
|
2020
Q2 | $50K | Sell |
14,560
-1,786
| -11% | -$5.79K | ﹤0.01% | 1763 |
|
|
2020
Q1 | $53K | Buy |
16,346
+169
| +1% | +$866 | ﹤0.01% | 1624 |
|
|
2019
Q4 | $108K | Hold |
16,177
| – | – | ﹤0.01% | 1742 |
|
|
2019
Q3 | $99K | Buy |
16,177
+79
| +0.5% | +$513 | ﹤0.01% | 1719 |
|
|
2019
Q2 | $110K | Sell |
16,098
-1,711
| -10% | -$10.8K | ﹤0.01% | 1733 |
|
|
2019
Q1 | $114K | Sell |
17,809
-7,388
| -29% | -$52.3K | ﹤0.01% | 1684 |
|
|
2018
Q4 | $168K | Buy |
+25,197
| New | +$162K | ﹤0.01% | 1542 |
|
|
2017
Q3 | – | Sell |
-11,689
| Closed | -$63K | – | 2799 |
|
|
2017
Q2 | $63K | Buy |
11,689
+1,320
| +13% | +$7.4K | ﹤0.01% | 2328 |
|
|
2017
Q1 | $61K | Hold |
10,369
| – | – | ﹤0.01% | 2324 |
|
|
2016
Q4 | $52K | Sell |
10,369
-860
| -8% | -$4.41K | ﹤0.01% | 2359 |
|
|
2016
Q3 | $54K | Buy |
11,229
+845
| +8% | +$4K | ﹤0.01% | 2298 |
|
|
2016
Q2 | $43K | Buy |
10,384
+10,375
| +115,278% | +$40K | ﹤0.01% | 2246 |
|
|
2016
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4429 |
|
|
2015
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 4492 |
|
|
2015
Q3 | $0 | Sell |
9
-159,643
| -100% | -$567K | ﹤0.01% | 4329 |
|
|
2015
Q2 | $701K | Buy |
159,652
+159,642
| +1,596,420% | +$751K | 0.01% | 575 |
|
|
2015
Q1 | $0 | Sell |
10
-781
| -99% | -$3.81K | ﹤0.01% | 4309 |
|
|
2014
Q4 | $4K | Buy |
791
+781
| +7,810% | +$4.39K | ﹤0.01% | 3595 |
|
|
2014
Q3 | $0 | Sell |
10
-92
| -90% | -$586 | ﹤0.01% | 4077 |
|
|
2014
Q2 | $1K | Sell |
102
-41,067
| -100% | -$242K | ﹤0.01% | 3638 |
|
|
2014
Q1 | $223K | Buy |
41,169
+41,158
| +374,164% | +$196K | ﹤0.01% | 947 |
|
|
2013
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 3384 |
|
|
2013
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 3280 |
|
|
2013
Q2 | $0 | Buy |
+11
| New | +$60 | ﹤0.01% | 3093 |
|
Other funds holding ITUB
OAG
WGI
