Northwestern Mutual Wealth Management’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
$149 Sell
22
-573
-96% -$3.88K ﹤0.01% 3532
2025
Q1
$3.27K Buy
595
+137
+30% +$754 ﹤0.01% 3043
2024
Q4
$2.06K Buy
+458
New +$2.06K ﹤0.01% 3170
2024
Q3
Sell
-1
Closed -$6 3720
2024
Q2
$6 Hold
1
﹤0.01% 3463
2024
Q1
$7 Hold
1
﹤0.01% 3532
2023
Q4
$7 Buy
+1
New +$7 ﹤0.01% 3444
2023
Q2
Sell
-5,011
Closed -$22.2K 3473
2023
Q1
$22.2K Buy
5,011
+4,876
+3,612% +$21.6K ﹤0.01% 2222
2022
Q4
$579 Buy
+135
New +$579 ﹤0.01% 3113
2022
Q3
Sell
-408
Closed -$2K 3242
2022
Q2
$2K Sell
408
-841
-67% -$4.12K ﹤0.01% 2922
2022
Q1
$6K Buy
+1,249
New +$6K ﹤0.01% 2684
2021
Q2
Sell
-12,234
Closed -$45K 3091
2021
Q1
$45K Buy
+12,234
New +$45K ﹤0.01% 1771
2020
Q3
Sell
-147
Closed -$1K 2604
2020
Q2
$1K Sell
147
-340
-70% -$2.31K ﹤0.01% 2294
2020
Q1
$2K Buy
+487
New +$2K ﹤0.01% 2263
2019
Q4
Sell
-939
Closed -$6K 2500
2019
Q3
$6K Sell
939
-523
-36% -$3.34K ﹤0.01% 2049
2019
Q2
$10K Buy
1,462
+140
+11% +$958 ﹤0.01% 1951
2019
Q1
$9K Buy
1,322
+1,158
+706% +$7.88K ﹤0.01% 1975
2018
Q4
$1K Sell
164
-434
-73% -$2.65K ﹤0.01% 2287
2018
Q3
$3K Sell
598
-281
-32% -$1.41K ﹤0.01% 2210
2018
Q2
$5K Buy
879
+715
+436% +$4.07K ﹤0.01% 2014
2018
Q1
$1K Sell
164
-474
-74% -$2.89K ﹤0.01% 2112
2017
Q4
$4K Buy
638
+474
+289% +$2.97K ﹤0.01% 1975
2017
Q3
$1K Hold
164
﹤0.01% 2059
2017
Q2
$1K Hold
164
﹤0.01% 1944
2017
Q1
$1K Sell
164
-1,123
-87% -$6.85K ﹤0.01% 1918
2016
Q4
$7K Buy
+1,287
New +$7K ﹤0.01% 1737
2016
Q3
Sell
-1,438
Closed -$6K 852
2016
Q2
$6K Hold
1,438
﹤0.01% 1533
2016
Q1
$6K Buy
1,438
+317
+28% +$1.32K ﹤0.01% 1585
2015
Q4
$3K Buy
1,121
+16
+1% +$43 ﹤0.01% 1395
2015
Q3
$3K Sell
1,105
-2
-0.2% -$5 ﹤0.01% 1368
2015
Q2
$5K Sell
1,107
-566
-34% -$2.56K ﹤0.01% 1126
2015
Q1
$8K Buy
1,673
+566
+51% +$2.71K ﹤0.01% 1085
2014
Q4
$6K Sell
1,107
-595
-35% -$3.23K ﹤0.01% 1238
2014
Q3
$10K Hold
1,702
﹤0.01% 921
2014
Q2
$10K Sell
1,702
-6
-0.4% -$35 ﹤0.01% 903
2014
Q1
$10K Hold
1,708
﹤0.01% 876
2013
Q4
$9K Sell
1,708
-330
-16% -$1.74K ﹤0.01% 929
2013
Q3
$11K Buy
2,038
+437
+27% +$2.36K ﹤0.01% 854
2013
Q2
$8K Buy
+1,601
New +$8K ﹤0.01% 886