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 |
|