JFS Wealth 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
Q2 | $6.61K | Hold |
974
| – | – | ﹤0.01% | 988 |
|
|
2025
Q1 | $5.36K | Sell |
974
-165
| -14% | -$908 | ﹤0.01% | 1096 |
|
|
2024
Q4 | $5.13K | Hold |
1,139
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q3 | $6.88K | Hold |
1,139
| – | – | ﹤0.01% | 994 |
|
|
2024
Q2 | $6.05K | Hold |
1,139
| – | – | ﹤0.01% | 991 |
|
|
2024
Q1 | $7.17K | Hold |
1,139
| – | – | ﹤0.01% | 939 |
|
|
2023
Q4 | $7.19K | Buy |
1,139
+93
| +9% | +$587 | ﹤0.01% | 908 |
|
|
2023
Q3 | $5.11K | Hold |
1,046
| – | – | ﹤0.01% | 988 |
|
|
2023
Q2 | $5.61K | Hold |
1,046
| – | – | ﹤0.01% | 950 |
|
|
2023
Q1 | $4.63K | Hold |
1,046
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $4.48K | Sell |
1,046
-453
| -30% | -$1.94K | ﹤0.01% | 1031 |
|
|
2022
Q3 | $7K | Buy |
1,499
+472
| +46% | +$2.2K | ﹤0.01% | 860 |
|
|
2022
Q2 | $4K | Sell |
1,027
-568
| -36% | -$2.21K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $8K | Buy |
+1,595
| New | +$8K | ﹤0.01% | 869 |
|