Pinnacle Wealth Planning Services’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,161
| Closed | -$116K | – | 476 |
|
|
2024
Q3 | $116K | Hold |
19,161
| – | – | 0.02% | 498 |
|
|
2024
Q2 | $102K | Hold |
19,161
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $121K | Hold |
19,161
| – | – | 0.02% | 472 |
|
|
2023
Q4 | $121K | Hold |
19,161
| – | – | 0.02% | 442 |
|
|
2023
Q3 | $93.5K | Hold |
19,161
| – | – | 0.02% | 422 |
|
|
2023
Q2 | $103K | Sell |
19,161
-177
| -0.9% | -$949 | 0.02% | 430 |
|
|
2023
Q1 | $85.6K | Hold |
19,338
| – | – | 0.01% | 443 |
|
|
2022
Q4 | $82.8K | Sell |
19,338
-3,370
| -15% | -$14.4K | 0.01% | 408 |
|
|
2022
Q3 | $107K | Buy |
22,708
+504
| +2% | +$2.38K | 0.02% | 360 |
|
|
2022
Q2 | $86K | Buy |
22,204
+3,236
| +17% | +$12.5K | 0.02% | 389 |
|
|
2022
Q1 | $98K | Buy |
+18,968
| New | +$98K | 0.02% | 401 |
|
|
2021
Q1 | – | Sell |
-4,611
| Closed | -$21K | – | 1136 |
|
|
2020
Q4 | $21K | Buy |
+4,611
| New | +$21K | 0.01% | 1132 |
|