MML Investors Services’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 | $1.43M | Buy |
170,817
+118,424
| +226% | +$991K | ﹤0.01% | 1524 |
|
|
2025
Q4 | $375K | Buy |
52,393
+11,854
| +29% | +$84.3K | ﹤0.01% | 2469 |
|
|
2025
Q3 | $289K | Buy |
40,539
+1,640
| +4% | +$10.8K | ﹤0.01% | 2555 |
|
|
2025
Q2 | $256K | Sell |
38,899
-350
| -0.9% | -$2.13K | ﹤0.01% | 2521 |
|
|
2025
Q1 | $210K | Buy |
39,249
+6,649
| +20% | +$33.5K | ﹤0.01% | 2530 |
|
|
2024
Q4 | $143K | Buy |
32,600
+4,321
| +15% | +$22.2K | ﹤0.01% | 2570 |
|
|
2024
Q3 | $166K | Buy |
28,279
+5,348
| +23% | +$30.1K | ﹤0.01% | 2471 |
|
|
2024
Q2 | $118K | Sell |
22,931
-797
| -3% | -$4.36K | ﹤0.01% | 2409 |
|
|
2024
Q1 | $145K | Buy |
23,728
+6,291
| +36% | +$37.9K | ﹤0.01% | 2389 |
|
|
2023
Q4 | $107K | Buy |
17,437
+849
| +5% | +$4.5K | ﹤0.01% | 2381 |
|
|
2023
Q3 | $79K | Buy |
16,588
+352
| +2% | +$1.75K | ﹤0.01% | 2251 |
|
|
2023
Q2 | $85K | Buy |
16,236
+457
| +3% | +$2.16K | ﹤0.01% | 2255 |
|
|
2023
Q1 | $68K | Buy |
15,779
+141
| +0.9% | +$598 | ﹤0.01% | 1986 |
|
|
2022
Q4 | $65K | Buy |
+15,638
| New | +$71.1K | ﹤0.01% | 2113 |
|
|
2022
Q1 | – | Sell |
-34,276
| Closed | -$113K | – | 2100 |
|
|
2021
Q4 | $113K | Sell |
34,276
-42,108
| -55% | -$152K | ﹤0.01% | 1971 |
|
|
2021
Q3 | $293K | Buy |
76,384
+11,228
| +17% | +$46K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $285K | Sell |
65,156
-7,070
| -10% | -$28.5K | ﹤0.01% | 1643 |
|
|
2021
Q1 | $261K | Buy |
72,226
+19,312
| +36% | +$72.9K | ﹤0.01% | 1584 |
|
|
2020
Q4 | $234K | Buy |
52,914
+1,232
| +2% | +$4.61K | ﹤0.01% | 1524 |
|
|
2020
Q3 | $150K | Sell |
51,682
-1,878
| -4% | -$6.38K | ﹤0.01% | 1518 |
|
|
2020
Q2 | $183K | Buy |
53,560
+30,022
| +128% | +$97.4K | ﹤0.01% | 1438 |
|
|
2020
Q1 | $77K | Buy |
23,538
+1,545
| +7% | +$7.92K | ﹤0.01% | 1354 |
|
|
2019
Q4 | $146K | Buy |
21,993
+816
| +4% | +$5.11K | ﹤0.01% | 1465 |
|
|
2019
Q3 | $130K | Sell |
21,177
-4,794
| -18% | -$31.1K | ﹤0.01% | 1438 |
|
|
2019
Q2 | $178K | Buy |
25,971
+256
| +1% | +$1.61K | ﹤0.01% | 1526 |
|
|
2019
Q1 | $165K | Sell |
25,715
-6,906
| -21% | -$48.9K | ﹤0.01% | 1525 |
|
|
2018
Q4 | $217K | Buy |
32,621
+10,709
| +49% | +$68.8K | ﹤0.01% | 1330 |
|
|
2018
Q3 | $117K | Buy |
+21,912
| New | +$118K | ﹤0.01% | 1565 |
|
Other funds holding ITUB
OAG
WGI
