Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,245
| Closed | -$14.8K | – | 2835 |
|
|
2025
Q2 | $14.8K | Sell |
2,245
-4,547
| -67% | -$27.7K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $36.3K | Buy |
6,792
+4,541
| +202% | +$22.9K | ﹤0.01% | 2073 |
|
|
2024
Q4 | $9.86K | Hold |
2,251
| – | – | ﹤0.01% | 2058 |
|
|
2024
Q3 | $13.2K | Buy |
+2,251
| New | +$12.7K | ﹤0.01% | 1719 |
|
|
2021
Q4 | – | Sell |
-372
| Closed | -$1K | – | 2822 |
|
|
2021
Q3 | $1K | Hold |
372
| – | – | ﹤0.01% | 2750 |
|
|
2021
Q2 | $1K | Sell |
372
-993
| -73% | -$4K | ﹤0.01% | 2763 |
|
|
2021
Q1 | $4K | Hold |
1,365
| – | – | ﹤0.01% | 2715 |
|
|
2020
Q4 | $1K | Buy |
1,365
+993
| +267% | +$3.71K | ﹤0.01% | 2797 |
|
|
2020
Q3 | $1K | Hold |
372
| – | – | ﹤0.01% | 2530 |
|
|
2020
Q2 | $1K | Hold |
372
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q1 | $1K | Hold |
372
| – | – | ﹤0.01% | 2382 |
|
|
2019
Q4 | $2K | Hold |
372
| – | – | ﹤0.01% | 2374 |
|
|
2019
Q3 | $2K | Hold |
372
| – | – | ﹤0.01% | 2304 |
|
|
2019
Q2 | $2K | Hold |
372
| – | – | ﹤0.01% | 2312 |
|
|
2019
Q1 | $2K | Hold |
372
| – | – | ﹤0.01% | 2241 |
|
|
2018
Q4 | $2K | Sell |
372
-1
| -0.3% | -$6 | ﹤0.01% | 2203 |
|
|
2018
Q3 | $1K | Hold |
373
| – | – | ﹤0.01% | 2352 |
|
|
2018
Q2 | $1K | Hold |
373
| – | – | ﹤0.01% | 2196 |
|
|
2018
Q1 | $2K | Hold |
373
| – | – | ﹤0.01% | 2037 |
|
|
2017
Q4 | $2K | Hold |
373
| – | – | ﹤0.01% | 2025 |
|
|
2017
Q3 | $2K | Sell |
373
-602
| -62% | -$3.68K | ﹤0.01% | 1977 |
|
|
2017
Q2 | $5K | Hold |
975
| – | – | ﹤0.01% | 1719 |
|
|
2017
Q1 | $5K | Hold |
975
| – | – | ﹤0.01% | 1684 |
|
|
2016
Q4 | $4K | Sell |
975
-2
| -0.2% | -$10 | ﹤0.01% | 1691 |
|
|
2016
Q3 | $4K | Sell |
977
-50,324
| -98% | -$238K | ﹤0.01% | 1632 |
|
|
2016
Q2 | $216K | Hold |
51,301
| – | – | 0.03% | 420 |
|
|
2016
Q1 | $198K | Buy |
+51,301
| New | +$156K | 0.03% | 432 |
|
Other funds holding ITUB
OAG
WGI
