FDx Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-17,989
| Closed | -$85K | – | 769 |
|
2022
Q3 | $85K | Buy |
17,989
+1,876
| +12% | +$8.86K | ﹤0.01% | 715 |
|
2022
Q2 | $63K | Sell |
16,113
-868
| -5% | -$3.39K | ﹤0.01% | 799 |
|
2022
Q1 | $88K | Sell |
16,981
-113,346
| -87% | -$587K | ﹤0.01% | 811 |
|
2021
Q4 | $444K | Sell |
130,327
-143,639
| -52% | -$489K | 0.01% | 571 |
|
2021
Q3 | $1.08M | Buy |
273,966
+37,296
| +16% | +$147K | 0.03% | 321 |
|
2021
Q2 | $1.07M | Buy |
236,670
+3
| +0% | +$14 | 0.04% | 320 |
|
2021
Q1 | $880K | Buy |
236,667
+112,585
| +91% | +$419K | 0.03% | 322 |
|
2020
Q4 | $566K | Sell |
124,082
-9,991
| -7% | -$45.6K | 0.02% | 404 |
|
2020
Q3 | $400K | Sell |
134,073
-1,475
| -1% | -$4.4K | 0.02% | 430 |
|
2020
Q2 | $476K | Buy |
135,548
+40,825
| +43% | +$143K | 0.02% | 344 |
|
2020
Q1 | $319K | Sell |
94,723
-26,295
| -22% | -$88.6K | 0.02% | 371 |
|
2019
Q4 | $830K | Sell |
121,018
-5,508
| -4% | -$37.8K | 0.05% | 258 |
|
2019
Q3 | $797K | Buy |
126,526
+38,927
| +44% | +$245K | 0.06% | 260 |
|
2019
Q2 | $618K | Buy |
87,599
+1,271
| +1% | +$8.97K | 0.02% | 443 |
|
2019
Q1 | $570K | Sell |
86,328
-84,861
| -50% | -$560K | 0.02% | 440 |
|
2018
Q4 | $1.17M | Buy |
171,189
+40,861
| +31% | +$280K | 0.1% | 158 |
|
2018
Q3 | $715K | Buy |
130,328
+1,687
| +1% | +$9.26K | 0.03% | 418 |
|
2018
Q2 | $667K | Sell |
128,641
-45,845
| -26% | -$238K | 0.02% | 464 |
|
2018
Q1 | $1.36M | Sell |
174,486
-417
| -0.2% | -$3.25K | 0.04% | 408 |
|
2017
Q4 | $1.14M | Buy |
174,903
+24,976
| +17% | +$162K | 0.03% | 507 |
|
2017
Q3 | $1.03M | Buy |
149,927
+29,448
| +24% | +$202K | 0.03% | 520 |
|
2017
Q2 | $665K | Buy |
+120,479
| New | +$665K | 0.02% | 664 |
|
2016
Q3 | – | Sell |
-23,335
| Closed | -$100K | – | 927 |
|
2016
Q2 | $100K | Sell |
23,335
-3,115
| -12% | -$13.3K | ﹤0.01% | 866 |
|
2016
Q1 | $103K | Sell |
26,450
-27,139
| -51% | -$106K | ﹤0.01% | 876 |
|
2015
Q4 | $158K | Buy |
53,589
+21,477
| +67% | +$63.3K | 0.01% | 836 |
|
2015
Q3 | $96.6K | Sell |
32,112
-66,311
| -67% | -$199K | 0.01% | 717 |
|
2015
Q2 | $423K | Buy |
98,423
+2,764
| +3% | +$11.9K | 0.02% | 636 |
|
2015
Q1 | $437K | Sell |
95,659
-166,537
| -64% | -$761K | 0.01% | 1018 |
|
2014
Q4 | $1.41M | Buy |
262,196
+176,197
| +205% | +$947K | 0.09% | 220 |
|
2014
Q3 | $493K | Buy |
85,999
+34,420
| +67% | +$197K | 0.03% | 597 |
|
2014
Q2 | $306K | Buy |
+51,579
| New | +$306K | 0.02% | 774 |
|
2014
Q1 | – | Sell |
-294,519
| Closed | -$1.5M | – | 773 |
|
2013
Q4 | $1.5M | Sell |
294,519
-34,855
| -11% | -$178K | 0.15% | 144 |
|
2013
Q3 | $1.75M | Sell |
329,374
-252,434
| -43% | -$1.34M | 0.21% | 106 |
|
2013
Q2 | $2.82M | Buy |
+581,808
| New | +$2.82M | 0.37% | 53 |
|