Global Retirement Partners’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
Q4 | $521K | Buy |
72,748
+68,625
| +1,664% | +$488K | 0.01% | 940 |
|
|
2025
Q3 | $29.4K | Buy |
4,123
+778
| +23% | +$5.14K | ﹤0.01% | 2198 |
|
|
2025
Q2 | $22.1K | Buy |
+3,345
| New | +$20.4K | ﹤0.01% | 2244 |
|
|
2024
Q4 | $13.7K | Sell |
3,141
-201
| -6% | -$1.03K | ﹤0.01% | 2277 |
|
|
2024
Q3 | $19.6K | Hold |
3,342
| – | – | ﹤0.01% | 2007 |
|
|
2024
Q2 | $17.2K | Hold |
3,342
| – | – | ﹤0.01% | 2064 |
|
|
2024
Q1 | $20.4K | Hold |
3,342
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q4 | $19.7K | Hold |
3,342
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q3 | $15.6K | Hold |
3,342
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q2 | $17.4K | Hold |
3,342
| – | – | ﹤0.01% | 1734 |
|
|
2023
Q1 | $14.5K | Sell |
3,342
-69
| -2% | -$293 | ﹤0.01% | 1774 |
|
|
2022
Q4 | $14.2K | Sell |
3,411
-75
| -2% | -$341 | ﹤0.01% | 1626 |
|
|
2022
Q3 | $18K | Buy |
3,486
+129
| +4% | +$550 | ﹤0.01% | 1440 |
|
|
2022
Q2 | $13K | Buy |
3,357
+29
| +0.9% | +$129 | ﹤0.01% | 1526 |
|
|
2022
Q1 | $16K | Buy |
3,328
+292
| +10% | +$1.23K | ﹤0.01% | 1439 |
|
|
2021
Q4 | $10K | Buy |
+3,036
| New | +$10.9K | 0.01% | 155 |
|
|
2021
Q3 | – | Sell |
-1,121
| Closed | -$5K | – | 2026 |
|
|
2021
Q2 | $5K | Buy |
+1,121
| New | +$4.52K | ﹤0.01% | 1566 |
|
|
2020
Q2 | – | Sell |
-349
| Closed | -$1K | – | 1669 |
|
|
2020
Q1 | $1K | Buy |
349
+260
| +292% | +$1.33K | ﹤0.01% | 1491 |
|
|
2019
Q4 | $1K | Hold |
89
| – | – | ﹤0.01% | 1542 |
|
|
2019
Q3 | $1K | Hold |
89
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q2 | $1K | Sell |
89
-851
| -91% | -$5.36K | ﹤0.01% | 1514 |
|
|
2019
Q1 | $6K | Hold |
940
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q4 | $6K | Hold |
940
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q3 | $5K | Hold |
940
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q2 | $5K | Hold |
940
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q1 | $7K | Hold |
940
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q4 | $6K | Buy |
+940
| New | +$6K | ﹤0.01% | 1067 |
|
Other funds holding ITUB
OAG
WGI
