IUHSA
Itau Unibanco Holding S.A.’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
7,110
-5,059
| -42% | -$1.38M | 0.07% | 101 |
|
|
2025
Q1 | $3.27M | Buy |
12,169
+6,721
| +123% | +$1.8M | 0.12% | 74 |
|
|
2024
Q4 | $1.83M | Buy |
+5,448
| New | +$1.83M | 0.06% | 96 |
|
|
2023
Q3 | – | Sell |
-469
| Closed | -$99.1K | – | 481 |
|
|
2023
Q2 | $99.1K | Sell |
469
-239
| -34% | -$50.5K | ﹤0.01% | 225 |
|
|
2023
Q1 | $141K | Sell |
708
-910
| -56% | -$182K | 0.01% | 197 |
|
|
2022
Q4 | $214K | Buy |
1,618
+913
| +130% | +$121K | 0.01% | 195 |
|
|
2022
Q3 | $101K | Buy |
+705
| New | +$101K | ﹤0.01% | 301 |
|
|
2022
Q2 | – | Sell |
-7,045
| Closed | -$1.5M | – | 496 |
|
|
2022
Q1 | $1.5M | Sell |
7,045
-9,579
| -58% | -$2.03M | 0.04% | 119 |
|
|
2021
Q4 | $4.25M | Buy |
16,624
+1,276
| +8% | +$326K | 0.13% | 76 |
|
|
2021
Q3 | $4.16M | Buy |
15,348
+15,094
| +5,943% | +$4.09M | 0.22% | 68 |
|
|
2021
Q2 | $62K | Sell |
254
-7,307
| -97% | -$1.78M | ﹤0.01% | 151 |
|
|
2021
Q1 | $1.6M | Sell |
7,561
-2,439
| -24% | -$517K | 0.12% | 93 |
|
|
2020
Q4 | $2.23M | Buy |
+10,000
| New | +$2.23M | 0.1% | 85 |
|
|
2020
Q3 | – | Sell |
-5,704
| Closed | -$1.07M | – | 160 |
|
|
2020
Q2 | $1.07M | Buy |
5,704
+5,263
| +1,193% | +$986K | 0.06% | 92 |
|
|
2020
Q1 | $63K | Buy |
+441
| New | +$63K | ﹤0.01% | 196 |
|
|
2019
Q4 | – | Sell |
-1,786
| Closed | -$270K | – | 871 |
|
|
2019
Q3 | $270K | Hold |
1,786
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $270K | Sell |
1,786
-585
| -25% | -$88.4K | 0.01% | 486 |
|
|
2019
Q1 | $313K | Hold |
2,371
| – | – | 0.01% | 144 |
|
|
2018
Q4 | $313K | Buy |
2,371
+499
| +27% | +$65.9K | 0.01% | 144 |
|
|
2018
Q3 | $298K | Sell |
1,872
-883
| -32% | -$141K | 0.02% | 182 |
|
|
2018
Q2 | $374K | Buy |
2,755
+2,598
| +1,655% | +$353K | 0.04% | 155 |
|
|
2018
Q1 | $18K | Sell |
157
-1,348
| -90% | -$155K | ﹤0.01% | 530 |
|
|
2017
Q4 | $154K | Buy |
1,505
+601
| +66% | +$61.5K | 0.01% | 295 |
|
|
2017
Q3 | $268K | Sell |
904
-2,140
| -70% | -$634K | 0.02% | 415 |
|
|
2017
Q2 | $264K | Buy |
3,044
+2,739
| +898% | +$238K | 0.03% | 166 |
|
|
2017
Q1 | $25K | Buy |
+305
| New | +$25K | ﹤0.01% | 355 |
|