Jones Financial Companies’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 | $870K | Buy |
131,405
+11,443
| +10% | +$75.8K | ﹤0.01% | 1059 |
|
|
2025
Q1 | $662K | Buy |
119,962
+118,477
| +7,978% | +$654K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $6.7K | Sell |
1,485
-636
| -30% | -$2.87K | ﹤0.01% | 2669 |
|
|
2024
Q3 | $12.9K | Buy |
2,121
+1,804
| +569% | +$11K | ﹤0.01% | 2124 |
|
|
2024
Q2 | $1.68K | Sell |
317
-680
| -68% | -$3.61K | ﹤0.01% | 2198 |
|
|
2024
Q1 | $6.28K | Buy |
997
+176
| +21% | +$1.11K | ﹤0.01% | 1140 |
|
|
2023
Q4 | $5.19K | Buy |
821
+641
| +356% | +$4.05K | ﹤0.01% | 758 |
|
|
2023
Q3 | $881 | Buy |
+180
| New | +$881 | ﹤0.01% | 644 |
|
|
2013
Q3 | – | Sell |
-18,101
| Closed | -$88K | – | 782 |
|
|
2013
Q2 | $88K | Buy |
+18,101
| New | +$88K | ﹤0.01% | 268 |
|