Laird Norton Wetherby Wealth Management’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
40,928
+13,948
| +52% | +$92.1K | 0.01% | 757 |
|
|
2025
Q2 | $178K | Buy |
+26,980
| New | +$164K | 0.01% | 895 |
|
|
2024
Q4 | $80K | Buy |
18,264
+925
| +5% | +$4.76K | ﹤0.01% | 888 |
|
|
2024
Q3 | $102K | Buy |
17,339
+440
| +3% | +$2.48K | ﹤0.01% | 914 |
|
|
2024
Q2 | $87.1K | Hold |
16,899
| – | – | ﹤0.01% | 912 |
|
|
2024
Q1 | $103K | Hold |
16,899
| – | – | ﹤0.01% | 942 |
|
|
2023
Q4 | $104K | Sell |
16,899
-205
| -1% | -$1.09K | 0.01% | 894 |
|
|
2023
Q3 | $81.1K | Sell |
17,104
-356
| -2% | -$1.77K | ﹤0.01% | 882 |
|
|
2023
Q2 | $90.9K | Sell |
17,460
-3
| -0% | -$14 | ﹤0.01% | 929 |
|
|
2023
Q1 | $75.1K | Buy |
17,463
+768
| +5% | +$3.26K | ﹤0.01% | 901 |
|
|
2022
Q4 | $69.4K | Sell |
16,695
-122
| -0.7% | -$554 | ﹤0.01% | 879 |
|
|
2022
Q3 | $77K | Sell |
16,817
-527
| -3% | -$2.25K | 0.01% | 858 |
|
|
2022
Q2 | $66K | Sell |
17,344
-2,927
| -14% | -$13K | ﹤0.01% | 884 |
|
|
2022
Q1 | $102K | Sell |
20,271
-15,351
| -43% | -$64.7K | 0.01% | 900 |
|
|
2021
Q4 | $118K | Sell |
35,622
-16,761
| -32% | -$60.4K | 0.01% | 901 |
|
|
2021
Q3 | $201K | Buy |
52,383
+150
| +0.3% | +$614 | 0.01% | 864 |
|
|
2021
Q2 | $228K | Buy |
52,233
+738
| +1% | +$2.97K | 0.01% | 816 |
|
|
2021
Q1 | $186K | Sell |
51,495
-8,999
| -15% | -$34K | 0.01% | 746 |
|
|
2020
Q4 | $268K | Sell |
60,494
-1,356
| -2% | -$5.07K | 0.02% | 706 |
|
|
2020
Q3 | $179K | Sell |
61,850
-4,981
| -7% | -$16.9K | 0.02% | 657 |
|
|
2020
Q2 | $228K | Sell |
66,831
-2,052
| -3% | -$6.66K | 0.02% | 602 |
|
|
2020
Q1 | $225K | Sell |
68,883
-25,698
| -27% | -$132K | 0.03% | 537 |
|
|
2019
Q4 | $630K | Sell |
94,581
-5,818
| -6% | -$36.4K | 0.06% | 337 |
|
|
2019
Q3 | $614K | Sell |
100,399
-1,635
| -2% | -$10.6K | 0.06% | 338 |
|
|
2019
Q2 | $699K | Sell |
102,034
-3,079
| -3% | -$19.4K | 0.08% | 290 |
|
|
2019
Q1 | $674K | Sell |
105,113
-8,809
| -8% | -$62.3K | 0.08% | 274 |
|
|
2018
Q4 | $758K | Buy |
113,922
+4,418
| +4% | +$28.4K | 0.11% | 214 |
|
|
2018
Q3 | $583K | Sell |
109,504
-541
| -0.5% | -$2.91K | 0.07% | 319 |
|
|
2018
Q2 | $554K | Buy |
110,045
+2,482
| +2% | +$15.4K | 0.08% | 314 |
|
|
2018
Q1 | $814K | Buy |
107,563
+2,394
| +2% | +$17.9K | 0.11% | 213 |
|
|
2017
Q4 | $663K | Buy |
105,169
+4
| +0% | +$26 | 0.09% | 266 |
|
|
2017
Q3 | $699K | Buy |
105,165
+2,016
| +2% | +$12.3K | 0.1% | 239 |
|
|
2017
Q2 | $553K | Buy |
103,149
+406
| +0.4% | +$2.28K | 0.09% | 275 |
|
|
2017
Q1 | $602K | Buy |
102,743
+4,492
| +5% | +$26.6K | 0.11% | 243 |
|
|
2016
Q4 | $490K | Sell |
98,251
-4,124
| -4% | -$21.1K | 0.1% | 276 |
|
|
2016
Q3 | $494K | Buy |
102,375
+37,616
| +58% | +$178K | 0.1% | 255 |
|
|
2016
Q2 | $270K | Buy |
64,759
+3,419
| +6% | +$13.2K | 0.06% | 381 |
|
|
2016
Q1 | $232K | Sell |
61,340
-25,209
| -29% | -$76.8K | 0.05% | 396 |
|
|
2015
Q4 | $248K | Buy |
86,549
+51,321
| +146% | +$163K | 0.06% | 363 |
|
|
2015
Q3 | $103K | Sell |
35,228
-10,988
| -24% | -$39K | 0.03% | 436 |
|
|
2015
Q2 | $203K | Sell |
46,216
-3,103
| -6% | -$14.6K | 0.05% | 419 |
|
|
2015
Q1 | $219K | Sell |
49,319
-3,425
| -6% | -$16.7K | 0.05% | 411 |
|
|
2014
Q4 | $275K | Buy |
52,744
+3,906
| +8% | +$22K | 0.07% | 330 |
|
|
2014
Q3 | $272K | Buy |
48,838
+8,965
| +22% | +$57.1K | 0.08% | 322 |
|
|
2014
Q2 | $230K | Sell |
39,873
-736
| -2% | -$4.33K | 0.06% | 362 |
|
|
2014
Q1 | $220K | Buy |
40,609
+7,677
| +23% | +$36.6K | 0.06% | 373 |
|
|
2013
Q4 | $163K | Buy |
32,932
+1,575
| +5% | +$8.19K | 0.05% | 410 |
|
|
2013
Q3 | $161K | Sell |
31,357
-7,982
| -20% | -$37.4K | 0.05% | 382 |
|
|
2013
Q2 | $185K | Buy |
+39,339
| New | +$214K | 0.06% | 346 |
|
Other funds holding ITUB
OAG
WGI
