HBK Sorce Advisory’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 | $214K | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $190K | Buy |
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