Gould Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $310K | Sell |
37,003
-3,774
| -9% | -$31.6K | 0.05% | 142 |
|
|
2025
Q4 | $292K | Sell |
40,777
-1
| -0% | -$7 | 0.05% | 140 |
|
|
2025
Q3 | $291K | Buy |
40,778
+1,370
| +3% | +$9.05K | 0.05% | 143 |
|
|
2025
Q2 | $260K | Sell |
39,408
-2,096
| -5% | -$12.8K | 0.05% | 146 |
|
|
2025
Q1 | $222K | Sell |
41,504
-3
| -0% | -$15 | 0.05% | 152 |
|
|
2024
Q4 | $182K | Buy |
41,507
+6,713
| +19% | +$34.5K | 0.04% | 160 |
|
|
2024
Q3 | $204K | Hold |
34,794
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $179K | Hold |
34,794
| – | – | 0.04% | 160 |
|
|
2024
Q1 | $213K | Sell |
34,794
-1,383
| -4% | -$8.32K | 0.05% | 156 |
|
|
2023
Q4 | $222K | Sell |
36,177
-4,798
| -12% | -$25.4K | 0.06% | 143 |
|
|
2023
Q3 | $194K | Hold |
40,975
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $213K | Hold |
40,975
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $176K | Hold |
40,975
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $170K | Buy |
40,975
+1,099
| +3% | +$4.99K | 0.05% | 154 |
|
|
2022
Q3 | $182K | Buy |
39,876
+91
| +0.2% | +$388 | 0.06% | 127 |
|
|
2022
Q2 | $150K | Buy |
39,785
+4,095
| +11% | +$18.2K | 0.05% | 140 |
|
|
2022
Q1 | $180K | Buy |
35,690
+2,414
| +7% | +$10.2K | 0.05% | 141 |
|
|
2021
Q4 | $110K | Buy |
33,276
+828
| +3% | +$2.98K | 0.03% | 138 |
|
|
2021
Q3 | $124K | Hold |
32,448
| – | – | 0.04% | 135 |
|
|
2021
Q2 | $142K | Hold |
32,448
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $117K | Sell |
32,448
-1,807
| -5% | -$6.82K | 0.04% | 151 |
|
|
2020
Q4 | $152K | Buy |
34,255
+857
| +3% | +$3.21K | 0.05% | 141 |
|
|
2020
Q3 | $97K | Buy |
33,398
+633
| +2% | +$2.15K | 0.03% | 128 |
|
|
2020
Q2 | $112K | Sell |
32,765
-586
| -2% | -$1.9K | 0.04% | 126 |
|
|
2020
Q1 | $109K | Sell |
33,351
-845
| -2% | -$4.33K | 0.04% | 115 |
|
|
2019
Q4 | $228K | Hold |
34,196
| – | – | 0.08% | 133 |
|
|
2019
Q3 | $209K | Hold |
34,196
| – | – | 0.07% | 133 |
|
|
2019
Q2 | $234K | Hold |
34,196
| – | – | 0.08% | 124 |
|
|
2019
Q1 | $219K | Sell |
34,196
-660
| -2% | -$4.67K | 0.08% | 126 |
|
|
2018
Q4 | $232K | Sell |
34,856
-1,313
| -4% | -$8.44K | 0.1% | 109 |
|
|
2018
Q3 | $193K | Buy |
36,169
+1,746
| +5% | +$9.38K | 0.08% | 137 |
|
|
2018
Q2 | $173K | Sell |
34,423
-1,556
| -4% | -$9.67K | 0.07% | 132 |
|
|
2018
Q1 | $272K | Buy |
35,979
+804
| +2% | +$6.02K | 0.12% | 104 |
|
|
2017
Q4 | $222K | Sell |
35,175
-3,189
| -8% | -$20.4K | 0.1% | 123 |
|
|
2017
Q3 | $255K | Hold |
38,364
| – | – | 0.11% | 106 |
|
|
2017
Q2 | $206K | Hold |
38,364
| – | – | 0.1% | 117 |
|
|
2017
Q1 | $225K | Sell |
38,364
-1,008
| -3% | -$5.98K | 0.11% | 109 |
|
|
2016
Q4 | $196K | Sell |
39,372
-4,396
| -10% | -$22.5K | 0.1% | 109 |
|
|
2016
Q3 | $211K | Hold |
43,768
| – | – | 0.11% | 99 |
|
|
2016
Q2 | $182K | Hold |
43,768
| – | – | 0.1% | 100 |
|
|
2016
Q1 | $166K | Sell |
43,768
-544
| -1% | -$1.66K | 0.09% | 94 |
|
|
2015
Q4 | $127K | Sell |
44,312
-4,284
| -9% | -$13.6K | 0.07% | 98 |
|
|
2015
Q3 | $142K | Sell |
48,596
-18
| -0% | -$64 | 0.08% | 105 |
|
|
2015
Q2 | $213K | Buy |
48,614
+4,515
| +10% | +$21.2K | 0.11% | 111 |
|
|
2015
Q1 | $196K | Sell |
44,099
-3,704
| -8% | -$18.1K | 0.1% | 105 |
|
|
2014
Q4 | $249K | Sell |
47,803
-1,347
| -3% | -$7.57K | 0.12% | 92 |
|
|
2014
Q3 | $273K | Sell |
49,150
-1,696
| -3% | -$10.8K | 0.13% | 78 |
|
|
2014
Q2 | $293K | Buy |
50,846
+598
| +1% | +$3.52K | 0.14% | 77 |
|
|
2014
Q1 | $272K | Buy |
50,248
+10,262
| +26% | +$49K | 0.14% | 74 |
|
|
2013
Q4 | $198K | Buy |
39,986
+4,925
| +14% | +$25.6K | 0.12% | 83 |
|
|
2013
Q3 | $180K | Buy |
35,061
+2,069
| +6% | +$9.7K | 0.11% | 77 |
|
|
2013
Q2 | $155K | Buy |
+32,992
| New | +$180K | 0.1% | 71 |
|
Other funds holding ITUB
OAG
WGI
