O'Shaughnessy Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $800K | Buy |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $170K | Sell |
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|
2017
Q4 | $342K | Sell |
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|
2017
Q3 | $436K | Sell |
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|
2017
Q2 | $416K | Buy |
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|
2017
Q1 | $449K | Sell |
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|
2016
Q4 | $476K | Buy |
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|
2016
Q3 | $450K | Buy |
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|
2016
Q2 | $375K | Sell |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $299K | Buy |
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|
2015
Q3 | $172K | Sell |
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|
2015
Q2 | $285K | Buy |
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|
2015
Q1 | $18K | Buy |
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|
2014
Q4 | $5K | Buy |
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