GAM
Gould Asset Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
38,260
-2,035
| -5% | -$13.8K | 0.05% | 146 |
|
|
2025
Q1 | $222K | Buy |
40,295
+3,660
| +10% | +$20.1K | 0.05% | 152 |
|
|
2024
Q4 | $182K | Buy |
36,635
+5,925
| +19% | +$29.4K | 0.04% | 160 |
|
|
2024
Q3 | $204K | Hold |
30,710
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $179K | Hold |
30,710
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $213K | Sell |
30,710
-1,220
| -4% | -$8.46K | 0.05% | 156 |
|
|
2023
Q4 | $222K | Sell |
31,930
-4,235
| -12% | -$29.4K | 0.06% | 143 |
|
|
2023
Q3 | $194K | Hold |
36,165
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $213K | Hold |
36,165
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $176K | Hold |
36,165
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $170K | Buy |
36,165
+970
| +3% | +$4.57K | 0.05% | 154 |
|
|
2022
Q3 | $182K | Buy |
35,195
+80
| +0.2% | +$414 | 0.06% | 127 |
|
|
2022
Q2 | $150K | Buy |
35,115
+3,615
| +11% | +$15.4K | 0.05% | 140 |
|
|
2022
Q1 | $180K | Buy |
31,500
+2,130
| +7% | +$12.2K | 0.05% | 141 |
|
|
2021
Q4 | $110K | Buy |
29,370
+5,760
| +24% | +$21.6K | 0.03% | 138 |
|
|
2021
Q3 | $124K | Hold |
23,610
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $142K | Hold |
23,610
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $117K | Sell |
23,610
-1,315
| -5% | -$6.52K | 0.04% | 151 |
|
|
2020
Q4 | $152K | Buy |
24,925
+624
| +3% | +$3.81K | 0.05% | 141 |
|
|
2020
Q3 | $97K | Buy |
24,301
+460
| +2% | +$1.84K | 0.03% | 128 |
|
|
2020
Q2 | $112K | Sell |
23,841
-426
| -2% | -$2K | 0.04% | 126 |
|
|
2020
Q1 | $109K | Sell |
24,267
-615
| -2% | -$2.76K | 0.04% | 115 |
|
|
2019
Q4 | $228K | Hold |
24,882
| – | – | 0.08% | 133 |
|
|
2019
Q3 | $209K | Hold |
24,882
| – | – | 0.07% | 133 |
|
|
2019
Q2 | $234K | Hold |
24,882
| – | – | 0.08% | 124 |
|
|
2019
Q1 | $219K | Sell |
24,882
-480
| -2% | -$4.23K | 0.08% | 126 |
|
|
2018
Q4 | $232K | Buy |
25,362
+7,817
| +45% | +$71.5K | 0.1% | 109 |
|
|
2018
Q3 | $193K | Buy |
17,545
+847
| +5% | +$9.32K | 0.08% | 137 |
|
|
2018
Q2 | $173K | Sell |
16,698
-755
| -4% | -$7.82K | 0.07% | 132 |
|
|
2018
Q1 | $272K | Buy |
17,453
+390
| +2% | +$6.08K | 0.12% | 104 |
|
|
2017
Q4 | $222K | Sell |
17,063
-1,547
| -8% | -$20.1K | 0.1% | 123 |
|
|
2017
Q3 | $255K | Hold |
18,610
| – | – | 0.11% | 106 |
|
|
2017
Q2 | $206K | Hold |
18,610
| – | – | 0.1% | 117 |
|
|
2017
Q1 | $225K | Sell |
18,610
-489
| -3% | -$5.91K | 0.11% | 109 |
|
|
2016
Q4 | $196K | Sell |
19,099
-202
| -1% | -$2.07K | 0.1% | 109 |
|
|
2016
Q3 | $211K | Hold |
19,301
| – | – | 0.11% | 99 |
|
|
2016
Q2 | $182K | Hold |
19,301
| – | – | 0.1% | 100 |
|
|
2016
Q1 | $166K | Sell |
19,301
-240
| -1% | -$2.06K | 0.09% | 94 |
|
|
2015
Q4 | $127K | Sell |
19,541
-1,889
| -9% | -$12.3K | 0.07% | 98 |
|
|
2015
Q3 | $142K | Buy |
21,430
+1,941
| +10% | +$12.9K | 0.08% | 105 |
|
|
2015
Q2 | $213K | Buy |
19,489
+1,810
| +10% | +$19.8K | 0.11% | 111 |
|
|
2015
Q1 | $196K | Sell |
17,679
-1,485
| -8% | -$16.5K | 0.1% | 105 |
|
|
2014
Q4 | $249K | Sell |
19,164
-540
| -3% | -$7.02K | 0.12% | 92 |
|
|
2014
Q3 | $273K | Sell |
19,704
-680
| -3% | -$9.42K | 0.13% | 78 |
|
|
2014
Q2 | $293K | Buy |
20,384
+2,071
| +11% | +$29.8K | 0.14% | 77 |
|
|
2014
Q1 | $272K | Buy |
18,313
+3,740
| +26% | +$55.6K | 0.14% | 74 |
|
|
2013
Q4 | $198K | Buy |
14,573
+1,795
| +14% | +$24.4K | 0.12% | 83 |
|
|
2013
Q3 | $180K | Buy |
12,778
+754
| +6% | +$10.6K | 0.11% | 77 |
|
|
2013
Q2 | $155K | Buy |
+12,024
| New | +$155K | 0.1% | 71 |
|