Creative Planning’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 | $1.1M | Buy |
161,847
+63,920
| +65% | +$434K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $539K | Buy |
97,927
+54,403
| +125% | +$299K | ﹤0.01% | 2209 |
|
|
2024
Q4 | $196K | Buy |
43,524
+27,089
| +165% | +$122K | ﹤0.01% | 2968 |
|
|
2024
Q3 | $99.4K | Buy |
16,435
+4,128
| +34% | +$25K | ﹤0.01% | 3018 |
|
|
2024
Q2 | $65.3K | Sell |
12,307
-98
| -0.8% | -$520 | ﹤0.01% | 2880 |
|
|
2024
Q1 | $78.1K | Buy |
12,405
+65
| +0.5% | +$409 | ﹤0.01% | 2726 |
|
|
2023
Q4 | $78K | Sell |
12,340
-302
| -2% | -$1.91K | ﹤0.01% | 2587 |
|
|
2023
Q3 | $61.7K | Buy |
12,642
+627
| +5% | +$3.06K | ﹤0.01% | 2444 |
|
|
2023
Q2 | $64.4K | Sell |
12,015
-190
| -2% | -$1.02K | ﹤0.01% | 2394 |
|
|
2023
Q1 | $54K | Sell |
12,205
-179
| -1% | -$792 | ﹤0.01% | 2313 |
|
|
2022
Q4 | $53K | Sell |
12,384
-1,166
| -9% | -$4.99K | ﹤0.01% | 2206 |
|
|
2022
Q3 | $64K | Buy |
13,550
+121
| +0.9% | +$572 | ﹤0.01% | 2071 |
|
|
2022
Q2 | $52K | Buy |
13,429
+21
| +0.2% | +$81 | ﹤0.01% | 2028 |
|
|
2022
Q1 | $69K | Buy |
13,408
+900
| +7% | +$4.63K | ﹤0.01% | 2020 |
|
|
2021
Q4 | $43K | Sell |
12,508
-2,776
| -18% | -$9.54K | ﹤0.01% | 2006 |
|
|
2021
Q3 | $60K | Buy |
15,284
+248
| +2% | +$974 | ﹤0.01% | 1972 |
|
|
2021
Q2 | $68K | Buy |
15,036
+970
| +7% | +$4.39K | ﹤0.01% | 1891 |
|
|
2021
Q1 | $52K | Hold |
14,066
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q4 | $64K | Buy |
14,066
+8
| +0.1% | +$36 | ﹤0.01% | 2008 |
|
|
2020
Q3 | $42K | Sell |
14,058
-78
| -0.6% | -$233 | ﹤0.01% | 1866 |
|
|
2020
Q2 | $50K | Sell |
14,136
-1,734
| -11% | -$6.13K | ﹤0.01% | 1725 |
|
|
2020
Q1 | $53K | Buy |
15,870
+164
| +1% | +$548 | ﹤0.01% | 1598 |
|
|
2019
Q4 | $108K | Hold |
15,706
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q3 | $99K | Buy |
15,706
+77
| +0.5% | +$485 | ﹤0.01% | 1707 |
|
|
2019
Q2 | $110K | Sell |
15,629
-1,661
| -10% | -$11.7K | ﹤0.01% | 1721 |
|
|
2019
Q1 | $114K | Sell |
17,290
-7,173
| -29% | -$47.3K | ﹤0.01% | 1668 |
|
|
2018
Q4 | $168K | Buy |
+24,463
| New | +$168K | ﹤0.01% | 1534 |
|
|
2017
Q3 | – | Sell |
-11,348
| Closed | -$63K | – | 2734 |
|
|
2017
Q2 | $63K | Buy |
11,348
+1,281
| +13% | +$7.11K | ﹤0.01% | 2312 |
|
|
2017
Q1 | $61K | Hold |
10,067
| – | – | ﹤0.01% | 2307 |
|
|
2016
Q4 | $52K | Sell |
10,067
-835
| -8% | -$4.31K | ﹤0.01% | 2342 |
|
|
2016
Q3 | $54K | Buy |
10,902
+821
| +8% | +$4.07K | ﹤0.01% | 2281 |
|
|
2016
Q2 | $43K | Buy |
10,081
+10,072
| +111,911% | +$43K | ﹤0.01% | 2231 |
|
|
2016
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4289 |
|
|
2015
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 4341 |
|
|
2015
Q3 | $0 | Sell |
9
-154,993
| -100% | – | ﹤0.01% | 4208 |
|
|
2015
Q2 | $701K | Buy |
155,002
+154,992
| +1,549,920% | +$701K | 0.01% | 573 |
|
|
2015
Q1 | $0 | Sell |
10
-758
| -99% | – | ﹤0.01% | 4141 |
|
|
2014
Q4 | $4K | Buy |
768
+758
| +7,580% | +$3.95K | ﹤0.01% | 3519 |
|
|
2014
Q3 | $0 | Sell |
10
-89
| -90% | – | ﹤0.01% | 3923 |
|
|
2014
Q2 | $1K | Sell |
99
-39,871
| -100% | -$403K | ﹤0.01% | 3524 |
|
|
2014
Q1 | $223K | Buy |
39,970
+39,959
| +363,264% | +$223K | ﹤0.01% | 946 |
|
|
2013
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 3384 |
|
|
2013
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 3280 |
|
|
2013
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3093 |
|