Northwestern Mutual Wealth Management’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 | $28.7K | Buy |
3,426
+3,161
| +1,193% | +$26.4K | ﹤0.01% | 2659 |
|
|
2025
Q4 | $1.9K | Buy |
265
+59
| +29% | +$420 | ﹤0.01% | 3494 |
|
|
2025
Q3 | $1.47K | Buy |
206
+183
| +796% | +$1.21K | ﹤0.01% | 3462 |
|
|
2025
Q2 | $149 | Sell |
23
-590
| -96% | -$3.6K | ﹤0.01% | 3532 |
|
|
2025
Q1 | $3.27K | Buy |
613
+142
| +30% | +$715 | ﹤0.01% | 3043 |
|
|
2024
Q4 | $2.06K | Buy |
+471
| New | +$2.42K | ﹤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 | +$5 | ﹤0.01% | 3444 |
|
|
2023
Q2 | – | Sell |
-5,161
| Closed | -$22.2K | – | 3473 |
|
|
2023
Q1 | $22.2K | Buy |
5,161
+5,022
| +3,613% | +$21.3K | ﹤0.01% | 2222 |
|
|
2022
Q4 | $579 | Buy |
+139
| New | +$632 | ﹤0.01% | 3113 |
|
|
2022
Q3 | – | Sell |
-420
| Closed | -$2K | – | 3242 |
|
|
2022
Q2 | $2K | Sell |
420
-866
| -67% | -$3.85K | ﹤0.01% | 2922 |
|
|
2022
Q1 | $6K | Buy |
+1,286
| New | +$5.42K | ﹤0.01% | 2684 |
|
|
2021
Q2 | – | Sell |
-12,601
| Closed | -$45K | – | 3091 |
|
|
2021
Q1 | $45K | Buy |
+12,601
| New | +$47.6K | ﹤0.01% | 1771 |
|
|
2020
Q3 | – | Sell |
-151
| Closed | -$1K | – | 2604 |
|
|
2020
Q2 | $1K | Sell |
151
-351
| -70% | -$1.14K | ﹤0.01% | 2294 |
|
|
2020
Q1 | $2K | Buy |
+502
| New | +$2.57K | ﹤0.01% | 2263 |
|
|
2019
Q4 | – | Sell |
-968
| Closed | -$6K | – | 2500 |
|
|
2019
Q3 | $6K | Sell |
968
-538
| -36% | -$3.49K | ﹤0.01% | 2049 |
|
|
2019
Q2 | $10K | Buy |
1,506
+144
| +11% | +$906 | ﹤0.01% | 1951 |
|
|
2019
Q1 | $9K | Buy |
1,362
+1,193
| +706% | +$8.44K | ﹤0.01% | 1975 |
|
|
2018
Q4 | $1K | Sell |
169
-447
| -73% | -$2.87K | ﹤0.01% | 2287 |
|
|
2018
Q3 | $3K | Sell |
616
-289
| -32% | -$1.55K | ﹤0.01% | 2210 |
|
|
2018
Q2 | $5K | Buy |
905
+736
| +436% | +$4.57K | ﹤0.01% | 2014 |
|
|
2018
Q1 | $1K | Sell |
169
-489
| -74% | -$3.66K | ﹤0.01% | 2112 |
|
|
2017
Q4 | $4K | Buy |
658
+489
| +289% | +$3.12K | ﹤0.01% | 1975 |
|
|
2017
Q3 | $1K | Hold |
169
| – | – | ﹤0.01% | 2059 |
|
|
2017
Q2 | $1K | Hold |
169
| – | – | ﹤0.01% | 1944 |
|
|
2017
Q1 | $1K | Sell |
169
-1,157
| -87% | -$6.86K | ﹤0.01% | 1918 |
|
|
2016
Q4 | $7K | Buy |
+1,326
| New | +$6.8K | ﹤0.01% | 1737 |
|
|
2016
Q3 | – | Sell |
-1,481
| Closed | -$6K | – | 852 |
|
|
2016
Q2 | $6K | Hold |
1,481
| – | – | ﹤0.01% | 1533 |
|
|
2016
Q1 | $6K | Buy |
1,481
+327
| +28% | +$996 | ﹤0.01% | 1585 |
|
|
2015
Q4 | $3K | Buy |
1,154
+16
| +1% | +$51 | ﹤0.01% | 1395 |
|
|
2015
Q3 | $3K | Sell |
1,138
-2
| -0.2% | -$7 | ﹤0.01% | 1368 |
|
|
2015
Q2 | $5K | Sell |
1,140
-584
| -34% | -$2.75K | ﹤0.01% | 1126 |
|
|
2015
Q1 | $8K | Buy |
1,724
+584
| +51% | +$2.85K | ﹤0.01% | 1085 |
|
|
2014
Q4 | $6K | Sell |
1,140
-614
| -35% | -$3.45K | ﹤0.01% | 1238 |
|
|
2014
Q3 | $10K | Hold |
1,754
| – | – | ﹤0.01% | 921 |
|
|
2014
Q2 | $10K | Sell |
1,754
-5
| -0.3% | -$29 | ﹤0.01% | 903 |
|
|
2014
Q1 | $10K | Hold |
1,759
| – | – | ﹤0.01% | 876 |
|
|
2013
Q4 | $9K | Sell |
1,759
-340
| -16% | -$1.77K | ﹤0.01% | 929 |
|
|
2013
Q3 | $11K | Buy |
2,099
+450
| +27% | +$2.11K | ﹤0.01% | 854 |
|
|
2013
Q2 | $8K | Buy |
+1,649
| New | +$8.98K | ﹤0.01% | 886 |
|
Other funds holding ITUB
OAG
WGI
