LPL Financial’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Sell |
221,842
-196,039
| -47% | -$1.64M | ﹤0.01% | 3586 |
|
|
2025
Q4 | $2.99M | Buy |
417,881
+63,964
| +18% | +$455K | ﹤0.01% | 3019 |
|
|
2025
Q3 | $2.52M | Sell |
353,917
-14,694
| -4% | -$97.1K | ﹤0.01% | 3104 |
|
|
2025
Q2 | $2.43M | Buy |
368,611
+10,713
| +3% | +$65.3K | ﹤0.01% | 2944 |
|
|
2025
Q1 | $1.91M | Sell |
357,898
-64,976
| -15% | -$327K | ﹤0.01% | 2997 |
|
|
2024
Q4 | $1.85M | Buy |
422,874
+91,486
| +28% | +$471K | ﹤0.01% | 2931 |
|
|
2024
Q3 | $1.95M | Buy |
331,388
+46,887
| +16% | +$264K | ﹤0.01% | 2756 |
|
|
2024
Q2 | $1.47M | Buy |
284,501
+14,975
| +6% | +$81.9K | ﹤0.01% | 2896 |
|
|
2024
Q1 | $1.65M | Buy |
269,526
+2,718
| +1% | +$16.4K | ﹤0.01% | 2709 |
|
|
2023
Q4 | $1.64M | Buy |
266,808
+9,488
| +4% | +$50.3K | ﹤0.01% | 2604 |
|
|
2023
Q3 | $1.22M | Buy |
257,320
+7,018
| +3% | +$35K | ﹤0.01% | 2729 |
|
|
2023
Q2 | $1.3M | Buy |
250,302
+652
| +0.3% | +$3.08K | ﹤0.01% | 2636 |
|
|
2023
Q1 | $1.07M | Buy |
249,650
+12,938
| +5% | +$54.9K | ﹤0.01% | 2696 |
|
|
2022
Q4 | $984K | Buy |
236,712
+4,084
| +2% | +$18.6K | ﹤0.01% | 2658 |
|
|
2022
Q3 | $1.06M | Sell |
232,628
-8,578
| -4% | -$36.6K | ﹤0.01% | 2494 |
|
|
2022
Q2 | $911K | Buy |
241,206
+19,580
| +9% | +$87K | ﹤0.01% | 2638 |
|
|
2022
Q1 | $1.12M | Buy |
+221,626
| New | +$933K | ﹤0.01% | 2519 |
|
|
2020
Q2 | – | Sell |
-59,473
| Closed | -$194K | – | 3481 |
|
|
2020
Q1 | $194K | Buy |
59,473
+20,142
| +51% | +$103K | ﹤0.01% | 2820 |
|
|
2019
Q4 | $262K | Sell |
39,331
-2,105
| -5% | -$13.2K | ﹤0.01% | 2884 |
|
|
2019
Q3 | $254K | Buy |
41,436
+647
| +2% | +$4.2K | ﹤0.01% | 2816 |
|
|
2019
Q2 | $280K | Sell |
40,789
-171,263
| -81% | -$1.08M | ﹤0.01% | 2750 |
|
|
2019
Q1 | $1.36M | Buy |
212,052
+3,930
| +2% | +$27.8K | ﹤0.01% | 1444 |
|
|
2018
Q4 | $1.38M | Buy |
208,122
+12,589
| +6% | +$80.9K | ﹤0.01% | 1293 |
|
|
2018
Q3 | $1.04M | Sell |
195,533
-606
| -0.3% | -$3.26K | ﹤0.01% | 1656 |
|
|
2018
Q2 | $988K | Sell |
196,139
-843
| -0.4% | -$5.24K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $1.49M | Buy |
196,982
+21,996
| +13% | +$165K | ﹤0.01% | 1308 |
|
|
2017
Q4 | $1.1M | Sell |
174,986
-14,597
| -8% | -$93.2K | ﹤0.01% | 1456 |
|
|
2017
Q3 | $1.26M | Buy |
189,583
+10,542
| +6% | +$64.4K | ﹤0.01% | 1277 |
|
|
2017
Q2 | $960K | Sell |
179,041
-97,760
| -35% | -$548K | ﹤0.01% | 1397 |
|
|
2017
Q1 | $1.66M | Buy |
276,801
+28,873
| +12% | +$171K | 0.01% | 941 |
|
|
2016
Q4 | $1.29M | Buy |
247,928
+125,838
| +103% | +$645K | 0.01% | 1051 |
|
|
2016
Q3 | $605K | Buy |
+122,090
| New | +$578K | 0.01% | 1555 |
|
|
2014
Q1 | – | Sell |
-74,553
| Closed | -$369K | – | 2688 |
|
|
2013
Q4 | $369K | Sell |
74,553
-1,100
| -1% | -$5.72K | ﹤0.01% | 1956 |
|
|
2013
Q3 | $410K | Sell |
75,653
-21,924
| -22% | -$103K | ﹤0.01% | 1790 |
|
|
2013
Q2 | $459K | Buy |
+97,577
| New | +$532K | ﹤0.01% | 1622 |
|
Other funds holding ITUB
OAG
WGI
