Financial Counselors Inc’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,418
| Closed | -$244K | – | 269 |
|
|
2025
Q1 | $244K | Sell |
44,418
-17,155
| -28% | -$94.4K | ﹤0.01% | 545 |
|
|
2024
Q4 | $278K | Sell |
61,573
-2,272
| -4% | -$10.2K | ﹤0.01% | 514 |
|
|
2024
Q3 | $386K | Buy |
63,845
+6,459
| +11% | +$39K | 0.01% | 471 |
|
|
2024
Q2 | $305K | Sell |
57,386
-112
| -0.2% | -$595 | ﹤0.01% | 486 |
|
|
2024
Q1 | $362K | Hold |
57,498
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $363K | Buy |
57,498
+8,123
| +16% | +$51.3K | 0.01% | 449 |
|
|
2023
Q3 | $241K | Sell |
49,375
-2,042
| -4% | -$9.97K | ﹤0.01% | 505 |
|
|
2023
Q2 | $276K | Hold |
51,417
| – | – | 0.01% | 435 |
|
|
2023
Q1 | $228K | Sell |
51,417
-1,100
| -2% | -$4.88K | ﹤0.01% | 463 |
|
|
2022
Q4 | $225K | Buy |
52,517
+1,100
| +2% | +$4.71K | 0.01% | 467 |
|
|
2022
Q3 | $242K | Buy |
51,417
+68
| +0.1% | +$320 | 0.01% | 438 |
|
|
2022
Q2 | $200K | Hold |
51,349
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $267K | Buy |
51,349
+9,430
| +22% | +$49K | 0.01% | 451 |
|
|
2021
Q4 | $143K | Sell |
41,919
-8,463
| -17% | -$28.9K | ﹤0.01% | 504 |
|
|
2021
Q3 | $199K | Hold |
50,382
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $227K | Buy |
50,382
+20,431
| +68% | +$92.1K | ﹤0.01% | 495 |
|
|
2021
Q1 | $111K | Sell |
29,951
-212
| -0.7% | -$786 | ﹤0.01% | 522 |
|
|
2020
Q4 | $138K | Hold |
30,163
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $90K | Sell |
30,163
-1,157
| -4% | -$3.45K | ﹤0.01% | 494 |
|
|
2020
Q2 | $110K | Sell |
31,320
-1,349
| -4% | -$4.74K | ﹤0.01% | 503 |
|
|
2020
Q1 | $110K | Sell |
32,669
-37
| -0.1% | -$125 | ﹤0.01% | 458 |
|
|
2019
Q4 | $224K | Buy |
32,706
+349
| +1% | +$2.39K | 0.01% | 495 |
|
|
2019
Q3 | $204K | Sell |
32,357
-1,882
| -5% | -$11.9K | 0.01% | 503 |
|
|
2019
Q2 | $242K | Sell |
34,239
-355
| -1% | -$2.51K | 0.01% | 451 |
|
|
2019
Q1 | $228K | Buy |
34,594
+1,513
| +5% | +$9.97K | 0.01% | 462 |
|
|
2018
Q4 | $227K | Sell |
33,081
-9
| -0% | -$62 | 0.01% | 412 |
|
|
2018
Q3 | $182K | Hold |
33,090
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $172K | Sell |
33,090
-4,403
| -12% | -$22.9K | 0.01% | 473 |
|
|
2018
Q1 | $292K | Hold |
37,493
| – | – | 0.01% | 398 |
|
|
2017
Q4 | $244K | Buy |
37,493
+4,085
| +12% | +$26.6K | 0.01% | 431 |
|
|
2017
Q3 | $229K | Buy |
33,408
+194
| +0.6% | +$1.33K | 0.01% | 440 |
|
|
2017
Q2 | $183K | Buy |
+33,214
| New | +$183K | 0.01% | 469 |
|