J.P. Morgan Private Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-314,420
| Closed | -$1.07M | – | 2043 |
|
|
2021
Q4 | $1.07M | Sell |
314,420
-149,503
| -32% | -$510K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $1.83M | Buy |
463,923
+24,836
| +6% | +$98.1K | ﹤0.01% | 934 |
|
|
2021
Q2 | $1.98M | Buy |
439,087
+30,207
| +7% | +$136K | 0.01% | 886 |
|
|
2021
Q1 | $1.52M | Buy |
408,880
+22,655
| +6% | +$84.2K | ﹤0.01% | 870 |
|
|
2020
Q4 | $1.76M | Buy |
386,225
+10,060
| +3% | +$45.9K | 0.01% | 788 |
|
|
2020
Q3 | $1.12M | Buy |
376,165
+213,430
| +131% | +$637K | ﹤0.01% | 845 |
|
|
2020
Q2 | $572K | Buy |
162,735
+95,505
| +142% | +$336K | ﹤0.01% | 1027 |
|
|
2020
Q1 | $226K | Buy |
67,230
+4,883
| +8% | +$16.4K | ﹤0.01% | 1248 |
|
|
2019
Q4 | $428K | Sell |
62,347
-3,933
| -6% | -$27K | ﹤0.01% | 1108 |
|
|
2019
Q3 | $418K | Buy |
66,280
+12,676
| +24% | +$79.9K | ﹤0.01% | 1056 |
|
|
2019
Q2 | $378K | Sell |
53,604
-523
| -1% | -$3.69K | ﹤0.01% | 1069 |
|
|
2019
Q1 | $357K | Sell |
54,127
-25,245
| -32% | -$167K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $544K | Buy |
79,372
+6,703
| +9% | +$45.9K | ﹤0.01% | 931 |
|
|
2018
Q3 | $399K | Sell |
72,669
-1,199
| -2% | -$6.58K | ﹤0.01% | 1167 |
|
|
2018
Q2 | $383K | Buy |
73,868
+2,050
| +3% | +$10.6K | ﹤0.01% | 1111 |
|
|
2018
Q1 | $560K | Buy |
71,818
+17,839
| +33% | +$139K | ﹤0.01% | 834 |
|
|
2017
Q4 | $351K | Buy |
53,979
+1,371
| +3% | +$8.92K | ﹤0.01% | 992 |
|
|
2017
Q3 | $360K | Buy |
52,608
+372
| +0.7% | +$2.55K | ﹤0.01% | 968 |
|
|
2017
Q2 | $288K | Sell |
52,236
-85,866
| -62% | -$473K | ﹤0.01% | 1025 |
|
|
2017
Q1 | $833K | Sell |
138,102
-8,708
| -6% | -$52.5K | 0.01% | 691 |
|
|
2016
Q4 | $754K | Buy |
146,810
+6,736
| +5% | +$34.6K | 0.01% | 681 |
|
|
2016
Q3 | $697K | Sell |
140,074
-3,422
| -2% | -$17K | 0.01% | 681 |
|
|
2016
Q2 | $616K | Sell |
143,496
-1,041
| -0.7% | -$4.47K | 0.01% | 716 |
|
|
2016
Q1 | $564K | Sell |
144,537
-89,845
| -38% | -$351K | 0.01% | 710 |
|
|
2015
Q4 | $693K | Buy |
234,382
+72,985
| +45% | +$216K | 0.01% | 608 |
|
|
2015
Q3 | $485K | Sell |
161,397
-7,867
| -5% | -$23.6K | 0.01% | 626 |
|
|
2015
Q2 | $765K | Buy |
169,264
+3,771
| +2% | +$17K | 0.01% | 567 |
|
|
2015
Q1 | $756K | Sell |
165,493
-11,695
| -7% | -$53.4K | 0.01% | 602 |
|
|
2014
Q4 | $952K | Sell |
177,188
-44,993
| -20% | -$242K | 0.01% | 539 |
|
|
2014
Q3 | $1.27M | Sell |
222,181
-628
| -0.3% | -$3.6K | 0.02% | 453 |
|
|
2014
Q2 | $1.32M | Buy |
222,809
+40,799
| +22% | +$242K | 0.02% | 354 |
|
|
2014
Q1 | $1.02M | Buy |
+182,010
| New | +$1.02M | 0.02% | 401 |
|