Envestnet Portfolio Solutions’s Itaú Unibanco ITUB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-44,176
Closed -$199K 1675
2024
Q4
$199K Sell
44,176
-510
-1% -$2.3K ﹤0.01% 1698
2024
Q3
$270K Buy
44,686
+5,126
+13% +$31K ﹤0.01% 1504
2024
Q2
$210K Sell
39,560
-1,825
-4% -$9.69K ﹤0.01% 1566
2024
Q1
$261K Buy
41,385
+400
+1% +$2.52K ﹤0.01% 1431
2023
Q4
$259K Buy
40,985
+545
+1% +$3.44K ﹤0.01% 1372
2023
Q3
$198K Buy
+40,440
New +$198K ﹤0.01% 1440