LPL Financial’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
$2.43M Buy
357,875
+10,401
+3% +$70.6K ﹤0.01% 2927
2025
Q1
$1.91M Sell
347,474
-63,083
-15% -$347K ﹤0.01% 2976
2024
Q4
$1.85M Buy
410,557
+88,821
+28% +$401K ﹤0.01% 2915
2024
Q3
$1.95M Buy
321,736
+45,522
+16% +$275K ﹤0.01% 2730
2024
Q2
$1.47M Buy
276,214
+14,538
+6% +$77.2K ﹤0.01% 2868
2024
Q1
$1.65M Buy
261,676
+2,639
+1% +$16.6K ﹤0.01% 2690
2023
Q4
$1.64M Buy
259,037
+9,212
+4% +$58.2K ﹤0.01% 2586
2023
Q3
$1.22M Buy
249,825
+6,813
+3% +$33.3K ﹤0.01% 2714
2023
Q2
$1.3M Buy
243,012
+634
+0.3% +$3.4K ﹤0.01% 2620
2023
Q1
$1.07M Buy
242,378
+12,560
+5% +$55.6K ﹤0.01% 2688
2022
Q4
$984K Buy
229,818
+3,966
+2% +$17K ﹤0.01% 2651
2022
Q3
$1.06M Sell
225,852
-8,328
-4% -$39.2K ﹤0.01% 2490
2022
Q2
$911K Buy
234,180
+19,009
+9% +$73.9K ﹤0.01% 2629
2022
Q1
$1.12M Buy
+215,171
New +$1.12M ﹤0.01% 2513
2020
Q2
Sell
-57,740
Closed -$194K 3451
2020
Q1
$194K Buy
57,740
+19,555
+51% +$65.7K ﹤0.01% 2811
2019
Q4
$262K Sell
38,185
-2,044
-5% -$14K ﹤0.01% 2867
2019
Q3
$254K Buy
40,229
+628
+2% +$3.97K ﹤0.01% 2810
2019
Q2
$280K Sell
39,601
-166,275
-81% -$1.18M ﹤0.01% 2739
2019
Q1
$1.36M Buy
205,876
+3,816
+2% +$25.2K ﹤0.01% 1439
2018
Q4
$1.38M Buy
202,060
+12,222
+6% +$83.7K ﹤0.01% 1284
2018
Q3
$1.04M Sell
189,838
-588
-0.3% -$3.22K ﹤0.01% 1649
2018
Q2
$988K Sell
190,426
-819
-0.4% -$4.25K ﹤0.01% 1623
2018
Q1
$1.49M Buy
191,245
+21,356
+13% +$166K ﹤0.01% 1297
2017
Q4
$1.1M Sell
169,889
-14,172
-8% -$92K ﹤0.01% 1448
2017
Q3
$1.26M Buy
184,061
+10,235
+6% +$70.1K ﹤0.01% 1270
2017
Q2
$960K Sell
173,826
-94,913
-35% -$524K ﹤0.01% 1393
2017
Q1
$1.66M Buy
268,739
+28,033
+12% +$173K 0.01% 941
2016
Q4
$1.29M Buy
240,706
+122,172
+103% +$653K 0.01% 1051
2016
Q3
$605K Buy
+118,534
New +$605K 0.01% 1554
2014
Q1
Sell
-72,382
Closed -$369K 2688
2013
Q4
$369K Sell
72,382
-1,068
-1% -$5.45K ﹤0.01% 1956
2013
Q3
$410K Sell
73,450
-21,285
-22% -$119K ﹤0.01% 1790
2013
Q2
$459K Buy
+94,735
New +$459K ﹤0.01% 1622