Migdal Insurance & Financial Holdings’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 | $268K | Buy |
+32,000
| New | +$268K | ﹤0.01% | 202 |
|
|
2025
Q3 | – | Sell |
-4,078
| Closed | -$26K | – | 360 |
|
|
2025
Q2 | $26K | Sell |
4,078
-1
| -0% | -$6 | ﹤0.01% | 303 |
|
|
2025
Q1 | $22K | Hold |
4,079
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $18K | Hold |
4,079
| – | – | ﹤0.01% | 294 |
|
|
2024
Q3 | $24K | Hold |
4,079
| – | – | ﹤0.01% | 280 |
|
|
2024
Q2 | $21K | Hold |
4,079
| – | – | ﹤0.01% | 362 |
|
|
2024
Q1 | $25K | Hold |
4,079
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $25K | Hold |
4,079
| – | – | ﹤0.01% | 373 |
|
|
2023
Q3 | $19K | Hold |
4,079
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $21K | Hold |
4,079
| – | – | ﹤0.01% | 373 |
|
|
2023
Q1 | $17K | Hold |
4,079
| – | – | ﹤0.01% | 428 |
|
|
2022
Q4 | $17K | Sell |
4,079
-4,532
| -53% | -$20.6K | ﹤0.01% | 420 |
|
|
2022
Q3 | $40K | Sell |
8,611
-3,399
| -28% | -$14.5K | ﹤0.01% | 322 |
|
|
2022
Q2 | $46K | Hold |
12,010
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $61K | Hold |
12,010
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $40K | Sell |
12,010
-2,558
| -18% | -$9.21K | ﹤0.01% | 484 |
|
|
2021
Q3 | $56K | Hold |
14,568
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $64K | Hold |
14,568
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $53K | Hold |
14,568
| – | – | ﹤0.01% | 541 |
|
|
2020
Q4 | $65K | Hold |
14,568
| – | – | ﹤0.01% | 476 |
|
|
2020
Q3 | $41K | Sell |
14,568
-23,363
| -62% | -$79.3K | ﹤0.01% | 580 |
|
|
2020
Q2 | $153K | Buy |
37,931
+25,012
| +194% | +$81.1K | ﹤0.01% | 367 |
|
|
2020
Q1 | $42K | Sell |
12,919
-11,819
| -48% | -$60.6K | ﹤0.01% | 510 |
|
|
2019
Q4 | $185K | Buy |
24,738
+7,421
| +43% | +$46.5K | ﹤0.01% | 431 |
|
|
2019
Q3 | $106K | Hold |
17,317
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $119K | Sell |
17,317
-3,298
| -16% | -$20.8K | ﹤0.01% | 549 |
|
|
2019
Q1 | $132K | Buy |
20,615
+550
| +3% | +$3.89K | ﹤0.01% | 468 |
|
|
2018
Q4 | $133K | Buy |
20,065
+5,016
| +33% | +$32.2K | ﹤0.01% | 437 |
|
|
2018
Q3 | $80K | Sell |
15,049
-943,395
| -98% | -$5.07M | ﹤0.01% | 615 |
|
|
2018
Q2 | $4.83M | Buy |
958,444
+558,523
| +140% | +$3.47M | 0.11% | 150 |
|
|
2018
Q1 | $3.03M | Sell |
399,921
-400,435
| -50% | -$3M | 0.07% | 160 |
|
|
2017
Q4 | $5.07M | Sell |
800,356
-2,800
| -0.3% | -$17.9K | 0.13% | 132 |
|
|
2017
Q3 | $5.34M | Sell |
803,156
-373,489
| -32% | -$2.28M | 0.13% | 113 |
|
|
2017
Q2 | $6.31M | Sell |
1,176,645
-27,071
| -2% | -$152K | 0.14% | 98 |
|
|
2017
Q1 | $7.05M | Buy |
1,203,716
+1,132,698
| +1,595% | +$6.72M | 0.17% | 96 |
|
|
2016
Q4 | $357K | Buy |
+71,018
| New | +$364K | 0.01% | 222 |
|
Other funds holding ITUB
OAG
WGI
