Jones Financial Companies
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Jones Financial Companies’s Itaú Unibanco ITUB Stock Holding History

Jones Financial Companies’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$980K Buy
2025
Q2 		$870K Buy
2025
Q1 		$662K Buy
2024
Q4 		$6.7K Sell
2024
Q3 		$12.9K Buy
2024
Q2 		$1.68K Sell
2024
Q1 		$6.28K Buy
2023
Q4 		$5.18K Buy
2023
Q3 		$881 Buy
2013
Q3 		– Sell
2013
Q2 		$88K Buy