Global Retirement Partners’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 | $22.1K | Buy |
+3,248
| New | +$22.1K | ﹤0.01% | 2244 |
|
|
2024
Q4 | $13.7K | Sell |
3,049
-196
| -6% | -$884 | ﹤0.01% | 2277 |
|
|
2024
Q3 | $19.6K | Hold |
3,245
| – | – | ﹤0.01% | 2006 |
|
|
2024
Q2 | $17.2K | Hold |
3,245
| – | – | ﹤0.01% | 2064 |
|
|
2024
Q1 | $20.4K | Hold |
3,245
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q4 | $19.7K | Hold |
3,245
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q3 | $15.6K | Hold |
3,245
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q2 | $17.4K | Hold |
3,245
| – | – | ﹤0.01% | 1733 |
|
|
2023
Q1 | $14.5K | Sell |
3,245
-67
| -2% | -$300 | ﹤0.01% | 1773 |
|
|
2022
Q4 | $14.2K | Sell |
3,312
-73
| -2% | -$313 | ﹤0.01% | 1625 |
|
|
2022
Q3 | $18K | Buy |
3,385
+126
| +4% | +$670 | ﹤0.01% | 1439 |
|
|
2022
Q2 | $13K | Buy |
3,259
+28
| +0.9% | +$112 | ﹤0.01% | 1524 |
|
|
2022
Q1 | $16K | Buy |
3,231
+283
| +10% | +$1.4K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $10K | Buy |
+2,948
| New | +$10K | 0.01% | 155 |
|
|
2021
Q3 | – | Sell |
-1,089
| Closed | -$5K | – | 2024 |
|
|
2021
Q2 | $5K | Buy |
+1,089
| New | +$5K | ﹤0.01% | 1563 |
|
|
2020
Q2 | – | Sell |
-339
| Closed | -$1K | – | 1666 |
|
|
2020
Q1 | $1K | Buy |
339
+252
| +290% | +$743 | ﹤0.01% | 1490 |
|
|
2019
Q4 | $1K | Hold |
87
| – | – | ﹤0.01% | 1541 |
|
|
2019
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q2 | $1K | Sell |
87
-826
| -90% | -$9.49K | ﹤0.01% | 1514 |
|
|
2019
Q1 | $6K | Hold |
913
| – | – | ﹤0.01% | 1199 |
|
|
2018
Q4 | $6K | Hold |
913
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q3 | $5K | Hold |
913
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q2 | $5K | Hold |
913
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q1 | $7K | Hold |
913
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q4 | $6K | Buy |
+913
| New | +$6K | ﹤0.01% | 1067 |
|