JP Morgan Private Wealth Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-323,852
| Closed | -$1.07M | – | 2043 |
|
|
2021
Q4 | $1.07M | Sell |
323,852
-153,988
| -32% | -$555K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $1.83M | Buy |
477,840
+25,580
| +6% | +$105K | ﹤0.01% | 934 |
|
|
2021
Q2 | $1.98M | Buy |
452,260
+31,113
| +7% | +$125K | 0.01% | 886 |
|
|
2021
Q1 | $1.52M | Buy |
421,147
+23,335
| +6% | +$88.1K | ﹤0.01% | 870 |
|
|
2020
Q4 | $1.76M | Buy |
397,812
+10,363
| +3% | +$38.8K | 0.01% | 788 |
|
|
2020
Q3 | $1.12M | Buy |
387,449
+219,832
| +131% | +$746K | ﹤0.01% | 845 |
|
|
2020
Q2 | $572K | Buy |
167,617
+98,370
| +142% | +$319K | ﹤0.01% | 1027 |
|
|
2020
Q1 | $226K | Buy |
69,247
+5,030
| +8% | +$25.8K | ﹤0.01% | 1248 |
|
|
2019
Q4 | $428K | Sell |
64,217
-4,051
| -6% | -$25.4K | ﹤0.01% | 1108 |
|
|
2019
Q3 | $418K | Buy |
68,268
+13,056
| +24% | +$84.7K | ﹤0.01% | 1056 |
|
|
2019
Q2 | $378K | Sell |
55,212
-539
| -1% | -$3.39K | ﹤0.01% | 1069 |
|
|
2019
Q1 | $357K | Sell |
55,751
-26,002
| -32% | -$184K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $544K | Buy |
81,753
+6,904
| +9% | +$44.4K | ﹤0.01% | 931 |
|
|
2018
Q3 | $399K | Sell |
74,849
-1,235
| -2% | -$6.64K | ﹤0.01% | 1168 |
|
|
2018
Q2 | $383K | Buy |
76,084
+2,111
| +3% | +$13.1K | ﹤0.01% | 1111 |
|
|
2018
Q1 | $560K | Buy |
73,973
+18,375
| +33% | +$138K | ﹤0.01% | 834 |
|
|
2017
Q4 | $351K | Buy |
55,598
+1,412
| +3% | +$9.01K | ﹤0.01% | 992 |
|
|
2017
Q3 | $360K | Buy |
54,186
+383
| +0.7% | +$2.34K | ﹤0.01% | 968 |
|
|
2017
Q2 | $288K | Sell |
53,803
-88,442
| -62% | -$496K | ﹤0.01% | 1025 |
|
|
2017
Q1 | $833K | Sell |
142,245
-8,970
| -6% | -$53.2K | 0.01% | 691 |
|
|
2016
Q4 | $754K | Buy |
151,215
+6,938
| +5% | +$35.6K | 0.01% | 681 |
|
|
2016
Q3 | $697K | Sell |
144,277
-3,523
| -2% | -$16.7K | 0.01% | 681 |
|
|
2016
Q2 | $616K | Sell |
147,800
-1,073
| -0.7% | -$4.13K | 0.01% | 716 |
|
|
2016
Q1 | $564K | Sell |
148,873
-92,540
| -38% | -$282K | 0.01% | 710 |
|
|
2015
Q4 | $693K | Buy |
241,413
+75,174
| +45% | +$239K | 0.01% | 608 |
|
|
2015
Q3 | $485K | Sell |
166,239
-8,103
| -5% | -$28.8K | 0.01% | 626 |
|
|
2015
Q2 | $765K | Buy |
174,342
+3,884
| +2% | +$18.3K | 0.01% | 567 |
|
|
2015
Q1 | $756K | Sell |
170,458
-12,045
| -7% | -$58.8K | 0.01% | 602 |
|
|
2014
Q4 | $952K | Sell |
182,503
-46,344
| -20% | -$261K | 0.01% | 539 |
|
|
2014
Q3 | $1.27M | Sell |
228,847
-646
| -0.3% | -$4.12K | 0.02% | 453 |
|
|
2014
Q2 | $1.32M | Buy |
229,493
+42,022
| +22% | +$247K | 0.02% | 354 |
|
|
2014
Q1 | $1.01M | Buy |
+187,471
| New | +$894K | 0.02% | 401 |
|
Other funds holding ITUB
OAG
WGI
OCM
