Pinnacle Wealth Planning Services’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	$62.6K	Sell	7,472 -208	-3%	-$1.74K	0.01%	1065
2025 Q4	$55K	Buy	+7,680	New	+$54.6K	0.01%	1131
2024 Q4	–	Sell	-19,736	Closed	-$116K	–	476
2024 Q3	$116K	Hold	19,736	–	–	0.02%	498
2024 Q2	$102K	Hold	19,736	–	–	0.01%	481
2024 Q1	$121K	Hold	19,736	–	–	0.02%	472
2023 Q4	$121K	Hold	19,736	–	–	0.02%	442
2023 Q3	$93.5K	Hold	19,736	–	–	0.02%	422
2023 Q2	$103K	Sell	19,736 -182	-0.9%	-$860	0.02%	430
2023 Q1	$85.6K	Hold	19,918	–	–	0.01%	443
2022 Q4	$82.8K	Sell	19,918 -3,472	-15%	-$15.8K	0.01%	408
2022 Q3	$107K	Buy	23,390 +520	+2%	+$2.22K	0.02%	362
2022 Q2	$86K	Buy	22,870 +3,333	+17%	+$14.8K	0.02%	389
2022 Q1	$98K	Buy	+19,537	New	+$82.3K	0.02%	403
2021 Q1	–	Sell	-4,750	Closed	-$21K	–	1143
2020 Q4	$21K	Buy	+4,750	New	+$17.8K	0.01%	1134