IFP Advisors’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
Q1 | – | Sell |
-133
| Closed | -$580 | – | 4482 |
|
|
2024
Q4 | $580 | Buy |
+133
| New | +$684 | ﹤0.01% | 3381 |
|
|
2023
Q3 | – | Sell |
-338
| Closed | -$1.76K | – | 3440 |
|
|
2023
Q2 | $1.76K | Hold |
338
| – | – | ﹤0.01% | 2919 |
|
|
2023
Q1 | $4.36K | Sell |
338
-879
| -72% | -$3.73K | ﹤0.01% | 2624 |
|
|
2022
Q4 | $18K | Sell |
1,217
-38
| -3% | -$173 | ﹤0.01% | 2973 |
|
|
2022
Q3 | $18K | Sell |
1,255
-18
| -1% | -$77 | ﹤0.01% | 3189 |
|
|
2022
Q2 | $18K | Hold |
1,273
| – | – | ﹤0.01% | 2944 |
|
|
2022
Q1 | $18K | Buy |
+1,273
| New | +$5.36K | ﹤0.01% | 2944 |
|
|
2021
Q4 | – | Sell |
-124
| Closed | -$1K | – | 3422 |
|
|
2021
Q3 | $1K | Hold |
124
| – | – | ﹤0.01% | 3047 |
|
|
2021
Q2 | $1K | Hold |
124
| – | – | ﹤0.01% | 2905 |
|
|
2021
Q1 | $0 | Hold |
124
| – | – | ﹤0.01% | 3112 |
|
|
2020
Q4 | $1K | Hold |
124
| – | – | ﹤0.01% | 2772 |
|
|
2020
Q3 | $0 | Hold |
124
| – | – | ﹤0.01% | 2925 |
|
|
2020
Q2 | $0 | Hold |
124
| – | – | ﹤0.01% | 2833 |
|
|
2020
Q1 | $0 | Buy |
+124
| New | +$636 | ﹤0.01% | 2876 |
|
|
2019
Q1 | $1K | Sell |
181
-443
| -71% | -$3.13K | ﹤0.01% | 2221 |
|
|
2018
Q4 | $4K | Sell |
624
-598
| -49% | -$3.84K | ﹤0.01% | 2941 |
|
|
2018
Q3 | $7K | Hold |
1,222
| – | – | ﹤0.01% | 3050 |
|
|
2018
Q2 | $6K | Sell |
1,222
-1,617
| -57% | -$10K | ﹤0.01% | 3167 |
|
|
2018
Q1 | $18K | Hold |
2,839
| – | – | ﹤0.01% | 2443 |
|
|
2017
Q4 | $18K | Sell |
2,839
-356
| -11% | -$2.27K | ﹤0.01% | 2479 |
|
|
2017
Q3 | $21K | Buy |
3,195
+90
| +3% | +$550 | ﹤0.01% | 2558 |
|
|
2017
Q2 | $17K | Buy |
3,105
+1,973
| +174% | +$11.1K | ﹤0.01% | 2675 |
|
|
2017
Q1 | $7K | Hold |
1,132
| – | – | ﹤0.01% | 3125 |
|
|
2016
Q4 | $6K | Buy |
1,132
+100
| +10% | +$513 | ﹤0.01% | 3194 |
|
|
2016
Q3 | $5K | Buy |
1,032
+143
| +16% | +$677 | ﹤0.01% | 3233 |
|
|
2016
Q2 | $4K | Buy |
889
+590
| +197% | +$2.27K | ﹤0.01% | 3243 |
|
|
2016
Q1 | $1K | Sell |
299
-828
| -73% | -$2.52K | ﹤0.01% | 2210 |
|
|
2015
Q4 | $3K | Buy |
+1,127
| New | +$3.58K | ﹤0.01% | 3188 |
|
Other funds holding ITUB
WGI
OAG
