Mount Yale Investment Advisors’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 | $100K | Buy |
14,797
+332
| +2% | +$2.25K | 0.01% | 659 |
|
|
2025
Q1 | $79.6K | Buy |
14,465
+1,908
| +15% | +$10.5K | 0.01% | 525 |
|
|
2024
Q4 | $56.6K | Buy |
+12,557
| New | +$56.6K | ﹤0.01% | 536 |
|
|
2024
Q3 | – | Sell |
-12,614
| Closed | -$67K | – | 563 |
|
|
2024
Q2 | $67K | Sell |
12,614
-1,381
| -10% | -$7.33K | 0.01% | 526 |
|
|
2024
Q1 | $88.2K | Buy |
13,995
+220
| +2% | +$1.39K | 0.01% | 526 |
|
|
2023
Q4 | $87K | Buy |
+13,775
| New | +$87K | 0.01% | 486 |
|