Orion Portfolio Solutions’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $395K | Buy |
71,883
+21,483
| +43% | +$118K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $227K | Buy |
50,400
+11,815
| +31% | +$53.3K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $233K | Buy |
38,585
+21,919
| +132% | +$133K | ﹤0.01% | 1638 |
|
|
2024
Q2 | $88.5K | Sell |
16,666
-464
| -3% | -$2.46K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $108K | Buy |
17,130
+78
| +0.5% | +$491 | ﹤0.01% | 1650 |
|
|
2023
Q4 | $106K | Buy |
17,052
+343
| +2% | +$2.14K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $81.6K | Sell |
16,709
-219,177
| -93% | -$1.07M | ﹤0.01% | 1589 |
|
|
2023
Q2 | $1.27M | Buy |
235,886
+61,907
| +36% | +$332K | 0.01% | 851 |
|
|
2023
Q1 | $770K | Buy |
+173,979
| New | +$770K | 0.01% | 985 |
|
|
2020
Q2 | – | Sell |
-1,880
| Closed | -$6K | – | 2322 |
|
|
2020
Q1 | $6K | Hold |
1,880
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q4 | $13K | Buy |
+1,880
| New | +$13K | ﹤0.01% | 918 |
|