PDS Planning’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 | $180K | Buy |
26,474
+5,574
| +27% | +$37.8K | 0.01% | 490 |
|
|
2025
Q1 | $115K | Buy |
20,900
+5,857
| +39% | +$32.2K | 0.01% | 455 |
|
|
2024
Q4 | $67.8K | Sell |
15,043
-3,154
| -17% | -$14.2K | 0.01% | 430 |
|
|
2024
Q3 | $110K | Buy |
18,197
+1,552
| +9% | +$9.38K | 0.01% | 421 |
|
|
2024
Q2 | $88.4K | Buy |
16,645
+3,151
| +23% | +$16.7K | 0.01% | 377 |
|
|
2024
Q1 | $85K | Buy |
13,494
+21
| +0.2% | +$132 | 0.01% | 380 |
|
|
2023
Q4 | $85.1K | Sell |
13,473
-444
| -3% | -$2.81K | 0.01% | 353 |
|
|
2023
Q3 | $67.9K | Buy |
13,917
+2,182
| +19% | +$10.7K | 0.01% | 328 |
|
|
2023
Q2 | $62.9K | Sell |
11,735
-185
| -2% | -$992 | 0.01% | 331 |
|
|
2023
Q1 | $52.8K | Buy |
+11,920
| New | +$52.8K | 0.01% | 296 |
|