Cresset Asset Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
22,151
-3,305
| -13% | -$22.6K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $140K | Buy |
25,456
+1,104
| +5% | +$6.08K | ﹤0.01% | 1558 |
|
|
2024
Q4 | $112K | Sell |
24,352
-3,165
| -12% | -$14.6K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $168K | Buy |
27,517
+990
| +4% | +$6.03K | ﹤0.01% | 1959 |
|
|
2024
Q2 | $142K | Sell |
26,527
-9,363
| -26% | -$50.1K | ﹤0.01% | 1884 |
|
|
2024
Q1 | $226K | Buy |
+35,890
| New | +$226K | ﹤0.01% | 1701 |
|
|
2021
Q4 | – | Sell |
-90,950
| Closed | -$359K | – | 1204 |
|
|
2021
Q3 | $359K | Buy |
90,950
+9,486
| +12% | +$37.4K | ﹤0.01% | 761 |
|
|
2021
Q2 | $368K | Buy |
81,464
+4,747
| +6% | +$21.4K | 0.01% | 677 |
|
|
2021
Q1 | $287K | Buy |
76,717
+298
| +0.4% | +$1.12K | ﹤0.01% | 696 |
|
|
2020
Q4 | $350K | Buy |
76,419
+3,381
| +5% | +$15.5K | 0.01% | 511 |
|
|
2020
Q3 | $218K | Buy |
73,038
+20,108
| +38% | +$60K | ﹤0.01% | 613 |
|
|
2020
Q2 | $186K | Buy |
52,930
+38,107
| +257% | +$134K | ﹤0.01% | 604 |
|
|
2020
Q1 | $50K | Sell |
14,823
-3,819
| -20% | -$12.9K | ﹤0.01% | 576 |
|
|
2019
Q4 | $128K | Buy |
18,642
+5,214
| +39% | +$35.8K | ﹤0.01% | 590 |
|
|
2019
Q3 | $85K | Buy |
+13,428
| New | +$85K | ﹤0.01% | 529 |
|
|
2019
Q2 | – | Sell |
-11,643
| Closed | -$77K | – | 1062 |
|
|
2019
Q1 | $77K | Sell |
11,643
-3,008
| -21% | -$19.9K | ﹤0.01% | 641 |
|
|
2018
Q4 | $101K | Buy |
+14,651
| New | +$101K | 0.01% | 320 |
|