IFP Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-129
| Closed | -$580 | – | 4520 |
|
|
2024
Q4 | $580 | Buy |
+129
| New | +$580 | ﹤0.01% | 3381 |
|
|
2023
Q3 | – | Sell |
-328
| Closed | -$1.76K | – | 3440 |
|
|
2023
Q2 | $1.76K | Hold |
328
| – | – | ﹤0.01% | 2919 |
|
|
2023
Q1 | $4.36K | Sell |
328
-853
| -72% | -$11.3K | ﹤0.01% | 2624 |
|
|
2022
Q4 | $18K | Sell |
1,181
-38
| -3% | -$579 | ﹤0.01% | 2973 |
|
|
2022
Q3 | $18K | Sell |
1,219
-17
| -1% | -$251 | ﹤0.01% | 3190 |
|
|
2022
Q2 | $18K | Hold |
1,236
| – | – | ﹤0.01% | 2945 |
|
|
2022
Q1 | $18K | Buy |
+1,236
| New | +$18K | ﹤0.01% | 2945 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$1K | – | 3371 |
|
|
2021
Q3 | $1K | Hold |
120
| – | – | ﹤0.01% | 2983 |
|
|
2021
Q2 | $1K | Hold |
120
| – | – | ﹤0.01% | 2872 |
|
|
2021
Q1 | $0 | Hold |
120
| – | – | ﹤0.01% | 3620 |
|
|
2020
Q4 | $1K | Hold |
120
| – | – | ﹤0.01% | 2744 |
|
|
2020
Q3 | $0 | Hold |
120
| – | – | ﹤0.01% | 3364 |
|
|
2020
Q2 | $0 | Hold |
120
| – | – | ﹤0.01% | 3221 |
|
|
2020
Q1 | $0 | Buy |
+120
| New | – | ﹤0.01% | 3187 |
|
|
2019
Q1 | $1K | Sell |
176
-430
| -71% | -$2.44K | ﹤0.01% | 2221 |
|
|
2018
Q4 | $4K | Sell |
606
-581
| -49% | -$3.84K | ﹤0.01% | 2893 |
|
|
2018
Q3 | $7K | Hold |
1,187
| – | – | ﹤0.01% | 3014 |
|
|
2018
Q2 | $6K | Sell |
1,187
-1,569
| -57% | -$7.93K | ﹤0.01% | 3121 |
|
|
2018
Q1 | $18K | Hold |
2,756
| – | – | ﹤0.01% | 2443 |
|
|
2017
Q4 | $18K | Sell |
2,756
-346
| -11% | -$2.26K | ﹤0.01% | 2441 |
|
|
2017
Q3 | $21K | Buy |
3,102
+88
| +3% | +$596 | ﹤0.01% | 2531 |
|
|
2017
Q2 | $17K | Buy |
3,014
+1,915
| +174% | +$10.8K | ﹤0.01% | 2650 |
|
|
2017
Q1 | $7K | Hold |
1,099
| – | – | ﹤0.01% | 3090 |
|
|
2016
Q4 | $6K | Buy |
1,099
+97
| +10% | +$530 | ﹤0.01% | 3167 |
|
|
2016
Q3 | $5K | Buy |
1,002
+139
| +16% | +$694 | ﹤0.01% | 3216 |
|
|
2016
Q2 | $4K | Buy |
863
+572
| +197% | +$2.65K | ﹤0.01% | 3231 |
|
|
2016
Q1 | $1K | Sell |
291
-803
| -73% | -$2.76K | ﹤0.01% | 2221 |
|
|
2015
Q4 | $3K | Buy |
+1,094
| New | +$3K | ﹤0.01% | 3172 |
|