Johnson Financial Group Inc (Wisconsin)’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 979 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 821 |
|
|
2022
Q1 | – | Sell |
-103
| Closed | – | – | 738 |
|
|
2021
Q4 | $0 | Sell |
103
-148
| -59% | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $1K | Hold |
251
| – | – | ﹤0.01% | 694 |
|
|
2021
Q2 | $1K | Buy |
+251
| New | +$1K | ﹤0.01% | 711 |
|
|
2016
Q2 | – | Sell |
-4,152
| Closed | -$16K | – | 777 |
|
|
2016
Q1 | $16K | Hold |
4,152
| – | – | ﹤0.01% | 549 |
|
|
2015
Q4 | $12K | Hold |
4,152
| – | – | ﹤0.01% | 616 |
|
|
2015
Q3 | $12K | Sell |
4,152
-4
| -0.1% | -$12 | ﹤0.01% | 631 |
|
|
2015
Q2 | $19K | Hold |
4,156
| – | – | ﹤0.01% | 603 |
|
|
2015
Q1 | $19K | Hold |
4,156
| – | – | ﹤0.01% | 611 |
|
|
2014
Q4 | $22K | Sell |
4,156
-956
| -19% | -$5.06K | 0.01% | 567 |
|
|
2014
Q3 | $29K | Hold |
5,112
| – | – | 0.01% | 516 |
|
|
2014
Q2 | $30K | Sell |
5,112
-1,148
| -18% | -$6.74K | 0.01% | 514 |
|
|
2014
Q1 | $35K | Hold |
6,260
| – | – | 0.01% | 452 |
|
|
2013
Q4 | $32K | Buy |
+6,260
| New | +$32K | 0.01% | 451 |
|