EverSource Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Buy |
6,966
+5,355
| +332% | +$36.4K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $8.86K | Sell |
1,611
-628
| -28% | -$3.46K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $10.1K | Sell |
2,239
-698
| -24% | -$3.15K | ﹤0.01% | 1989 |
|
|
2024
Q3 | $17.8K | Buy |
2,937
+189
| +7% | +$1.14K | ﹤0.01% | 1552 |
|
|
2024
Q2 | $15K | Buy |
2,748
+98
| +4% | +$536 | ﹤0.01% | 1648 |
|
|
2024
Q1 | $14.6K | Buy |
2,650
+121
| +5% | +$665 | ﹤0.01% | 1513 |
|
|
2023
Q4 | $16K | Buy |
2,529
+375
| +17% | +$2.37K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $10.5K | Buy |
2,154
+100
| +5% | +$488 | ﹤0.01% | 1403 |
|
|
2023
Q2 | $11K | Buy |
2,054
+461
| +29% | +$2.47K | ﹤0.01% | 1392 |
|
|
2023
Q1 | $7.05K | Buy |
1,593
+1,366
| +602% | +$6.05K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $970 | Buy |
+227
| New | +$970 | ﹤0.01% | 2095 |
|