Envestnet Asset Management’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 | $11.1M | Buy |
1,323,894
+57,820
| +5% | +$484K | ﹤0.01% | 1763 |
|
|
2025
Q4 | $9.07M | Buy |
1,266,074
+2,571
| +0.2% | +$18.3K | ﹤0.01% | 1763 |
|
|
2025
Q3 | $9M | Buy |
1,263,503
+24,193
| +2% | +$160K | ﹤0.01% | 1836 |
|
|
2025
Q2 | $8.17M | Sell |
1,239,310
-13,130
| -1% | -$80K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $6.69M | Buy |
1,252,440
+60,454
| +5% | +$304K | ﹤0.01% | 1928 |
|
|
2024
Q4 | $5.22M | Sell |
1,191,986
-159,681
| -12% | -$822K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $7.93M | Buy |
1,351,667
+23,400
| +2% | +$132K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $6.85M | Buy |
1,328,267
+174,472
| +15% | +$955K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $7.06M | Buy |
1,153,795
+144,140
| +14% | +$868K | ﹤0.01% | 1748 |
|
|
2023
Q4 | $6.19M | Buy |
1,009,655
+88,985
| +10% | +$472K | ﹤0.01% | 1747 |
|
|
2023
Q3 | $4.36M | Buy |
920,670
+206,845
| +29% | +$1.03M | ﹤0.01% | 1890 |
|
|
2023
Q2 | $3.72M | Sell |
713,825
-25,129
| -3% | -$119K | ﹤0.01% | 1888 |
|
|
2023
Q1 | $3.18M | Sell |
738,954
-121,405
| -14% | -$515K | ﹤0.01% | 1901 |
|
|
2022
Q4 | $3.58M | Sell |
860,359
-6,226
| -0.7% | -$28.3K | ﹤0.01% | 1793 |
|
|
2022
Q3 | $3.95M | Buy |
866,585
+18,873
| +2% | +$80.5K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $3.2M | Buy |
847,712
+198,734
| +31% | +$883K | ﹤0.01% | 1791 |
|
|
2022
Q1 | $3.27M | Sell |
648,978
-1,261,591
| -66% | -$5.31M | ﹤0.01% | 1876 |
|
|
2021
Q4 | $6.32M | Sell |
1,910,569
-2,310,228
| -55% | -$8.32M | ﹤0.01% | 1458 |
|
|
2021
Q3 | $16.2M | Buy |
4,220,797
+451,929
| +12% | +$1.85M | 0.01% | 901 |
|
|
2021
Q2 | $16.5M | Sell |
3,768,868
-39,784
| -1% | -$160K | 0.01% | 869 |
|
|
2021
Q1 | $13.7M | Buy |
3,808,652
+1,361,460
| +56% | +$5.14M | 0.01% | 870 |
|
|
2020
Q4 | $10.8M | Buy |
2,447,192
+48,291
| +2% | +$181K | 0.01% | 871 |
|
|
2020
Q3 | $6.95M | Sell |
2,398,901
-116,984
| -5% | -$397K | 0.01% | 978 |
|
|
2020
Q2 | $8.59M | Buy |
2,515,885
+1,292,570
| +106% | +$4.19M | 0.01% | 840 |
|
|
2020
Q1 | $4M | Sell |
1,223,315
-67,163
| -5% | -$344K | ﹤0.01% | 1105 |
|
|
2019
Q4 | $8.59M | Sell |
1,290,478
-33,196
| -3% | -$208K | 0.01% | 865 |
|
|
2019
Q3 | $8.1M | Sell |
1,323,674
-35,667
| -3% | -$231K | 0.01% | 851 |
|
|
2019
Q2 | $9.32M | Sell |
1,359,341
-108,029
| -7% | -$680K | 0.01% | 759 |
|
|
2019
Q1 | $9.41M | Sell |
1,467,370
-245,308
| -14% | -$1.74M | 0.01% | 712 |
|
|
2018
Q4 | $11.4M | Buy |
1,712,678
+1,650,293
| +2,645% | +$10.6M | 0.02% | 557 |
|
|
2018
Q3 | $332K | Sell |
62,385
-503,186
| -89% | -$2.7M | ﹤0.01% | 1016 |
|
|
2018
Q2 | $2.85M | Buy |
565,571
+8,535
| +2% | +$53K | 0.01% | 689 |
|
|
2018
Q1 | $4.15M | Sell |
557,036
-313,966
| -36% | -$2.35M | 0.01% | 448 |
|
|
2017
Q4 | $5.49M | Sell |
871,002
-1,515
| -0.2% | -$9.67K | 0.01% | 555 |
|
|
2017
Q3 | $5.79M | Sell |
872,517
-9,468
| -1% | -$57.8K | 0.01% | 503 |
|
|
2017
Q2 | $4.73M | Sell |
881,985
-7,281
| -0.8% | -$40.8K | 0.01% | 590 |
|
|
2017
Q1 | $5.21M | Buy |
889,266
+8,678
| +1% | +$51.5K | 0.02% | 565 |
|
|
2016
Q4 | $4.39M | Sell |
880,588
-36,896
| -4% | -$189K | 0.02% | 606 |
|
|
2016
Q3 | $4.43M | Sell |
917,484
-250,359
| -21% | -$1.18M | 0.02% | 631 |
|
|
2016
Q2 | $4.86M | Sell |
1,167,843
-91,053
| -7% | -$351K | 0.02% | 635 |
|
|
2016
Q1 | $4.77M | Sell |
1,258,896
-344,001
| -21% | -$1.05M | 0.02% | 613 |
|
|
2015
Q4 | $4.6M | Buy |
1,602,897
+392,014
| +32% | +$1.24M | 0.02% | 602 |
|
|
2015
Q3 | $3.54M | Buy |
1,210,883
+16,369
| +1% | +$58.1K | 0.02% | 707 |
|
|
2015
Q2 | $5.24M | Buy |
1,194,514
+65,034
| +6% | +$306K | 0.02% | 579 |
|
|
2015
Q1 | $5.01M | Buy |
1,129,480
+928,790
| +463% | +$4.53M | 0.03% | 560 |
|
|
2014
Q4 | $1.05M | Sell |
200,690
-25,246
| -11% | -$142K | 0.01% | 524 |
|
|
2014
Q3 | $1.26M | Sell |
225,936
-12,564
| -5% | -$80.1K | 0.01% | 514 |
|
|
2014
Q2 | $1.38M | Buy |
238,500
+46,063
| +24% | +$271K | 0.01% | 454 |
|
|
2014
Q1 | $1.04M | Sell |
192,437
-5,908
| -3% | -$28.2K | 0.01% | 446 |
|
|
2013
Q4 | $981K | Buy |
198,345
+76,093
| +62% | +$396K | 0.01% | 451 |
|
|
2013
Q3 | $629K | Buy |
122,252
+7,126
| +6% | +$33.4K | 0.01% | 563 |
|
|
2013
Q2 | $542K | Buy |
+115,126
| New | +$627K | 0.01% | 554 |
|
Other funds holding ITUB
OAG
WGI
