LNWWM
Laird Norton Wetherby Wealth Management’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
+26,194
| New | +$178K | 0.01% | 894 |
|
|
2024
Q4 | $80K | Buy |
17,732
+898
| +5% | +$4.05K | ﹤0.01% | 888 |
|
|
2024
Q3 | $102K | Buy |
16,834
+427
| +3% | +$2.58K | ﹤0.01% | 913 |
|
|
2024
Q2 | $87.1K | Hold |
16,407
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $103K | Hold |
16,407
| – | – | ﹤0.01% | 932 |
|
|
2023
Q4 | $104K | Sell |
16,407
-199
| -1% | -$1.26K | 0.01% | 885 |
|
|
2023
Q3 | $81.1K | Sell |
16,606
-345
| -2% | -$1.68K | ﹤0.01% | 872 |
|
|
2023
Q2 | $90.9K | Sell |
16,951
-3
| -0% | -$16 | ﹤0.01% | 914 |
|
|
2023
Q1 | $75.1K | Buy |
16,954
+745
| +5% | +$3.3K | ﹤0.01% | 889 |
|
|
2022
Q4 | $69.4K | Sell |
16,209
-118
| -0.7% | -$505 | ﹤0.01% | 871 |
|
|
2022
Q3 | $77K | Sell |
16,327
-512
| -3% | -$2.42K | 0.01% | 851 |
|
|
2022
Q2 | $66K | Sell |
16,839
-2,841
| -14% | -$11.1K | ﹤0.01% | 878 |
|
|
2022
Q1 | $102K | Sell |
19,680
-14,904
| -43% | -$77.2K | 0.01% | 889 |
|
|
2021
Q4 | $118K | Sell |
34,584
-16,273
| -32% | -$55.5K | 0.01% | 883 |
|
|
2021
Q3 | $201K | Buy |
50,857
+146
| +0.3% | +$577 | 0.01% | 845 |
|
|
2021
Q2 | $228K | Buy |
50,711
+716
| +1% | +$3.22K | 0.01% | 802 |
|
|
2021
Q1 | $186K | Sell |
49,995
-8,737
| -15% | -$32.5K | 0.01% | 746 |
|
|
2020
Q4 | $268K | Sell |
58,732
-1,317
| -2% | -$6.01K | 0.02% | 696 |
|
|
2020
Q3 | $179K | Sell |
60,049
-4,835
| -7% | -$14.4K | 0.02% | 656 |
|
|
2020
Q2 | $228K | Sell |
64,884
-1,992
| -3% | -$7K | 0.02% | 602 |
|
|
2020
Q1 | $225K | Sell |
66,876
-24,951
| -27% | -$83.9K | 0.03% | 536 |
|
|
2019
Q4 | $630K | Sell |
91,827
-5,648
| -6% | -$38.7K | 0.06% | 336 |
|
|
2019
Q3 | $614K | Sell |
97,475
-1,587
| -2% | -$10K | 0.06% | 337 |
|
|
2019
Q2 | $699K | Sell |
99,062
-2,989
| -3% | -$21.1K | 0.08% | 289 |
|
|
2019
Q1 | $674K | Sell |
102,051
-8,553
| -8% | -$56.5K | 0.08% | 273 |
|
|
2018
Q4 | $758K | Buy |
110,604
+4,289
| +4% | +$29.4K | 0.11% | 214 |
|
|
2018
Q3 | $583K | Sell |
106,315
-524
| -0.5% | -$2.87K | 0.07% | 319 |
|
|
2018
Q2 | $554K | Buy |
106,839
+2,409
| +2% | +$12.5K | 0.08% | 314 |
|
|
2018
Q1 | $814K | Buy |
104,430
+2,324
| +2% | +$18.1K | 0.11% | 213 |
|
|
2017
Q4 | $663K | Buy |
102,106
+4
| +0% | +$26 | 0.09% | 266 |
|
|
2017
Q3 | $699K | Buy |
102,102
+1,957
| +2% | +$13.4K | 0.1% | 239 |
|
|
2017
Q2 | $553K | Buy |
100,145
+395
| +0.4% | +$2.18K | 0.09% | 275 |
|
|
2017
Q1 | $602K | Buy |
99,750
+4,361
| +5% | +$26.3K | 0.11% | 243 |
|
|
2016
Q4 | $490K | Sell |
95,389
-4,004
| -4% | -$20.6K | 0.1% | 276 |
|
|
2016
Q3 | $494K | Buy |
99,393
+36,520
| +58% | +$182K | 0.1% | 255 |
|
|
2016
Q2 | $270K | Buy |
62,873
+3,320
| +6% | +$14.3K | 0.06% | 381 |
|
|
2016
Q1 | $232K | Sell |
59,553
-24,475
| -29% | -$95.3K | 0.05% | 396 |
|
|
2015
Q4 | $248K | Buy |
84,028
+49,826
| +146% | +$147K | 0.06% | 363 |
|
|
2015
Q3 | $103K | Sell |
34,202
-10,668
| -24% | -$32.1K | 0.03% | 436 |
|
|
2015
Q2 | $203K | Sell |
44,870
-3,013
| -6% | -$13.6K | 0.05% | 419 |
|
|
2015
Q1 | $219K | Sell |
47,883
-3,325
| -6% | -$15.2K | 0.05% | 411 |
|
|
2014
Q4 | $275K | Buy |
51,208
+3,792
| +8% | +$20.4K | 0.07% | 330 |
|
|
2014
Q3 | $272K | Buy |
47,416
+8,704
| +22% | +$49.9K | 0.08% | 322 |
|
|
2014
Q2 | $230K | Sell |
38,712
-714
| -2% | -$4.24K | 0.06% | 362 |
|
|
2014
Q1 | $220K | Buy |
39,426
+7,454
| +23% | +$41.6K | 0.06% | 373 |
|
|
2013
Q4 | $163K | Buy |
31,972
+1,529
| +5% | +$7.8K | 0.05% | 410 |
|
|
2013
Q3 | $161K | Sell |
30,443
-7,750
| -20% | -$41K | 0.05% | 382 |
|
|
2013
Q2 | $185K | Buy |
+38,193
| New | +$185K | 0.06% | 346 |
|