SIA
Schechter Investment Advisors’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $82.9K | Sell |
15,078
-1,992
| -12% | -$11K | 0.01% | 582 |
|
|
2024
Q4 | $84.7K | Sell |
17,070
-833
| -5% | -$4.13K | 0.01% | 600 |
|
|
2024
Q3 | $119K | Buy |
17,903
+2,154
| +14% | +$14.3K | 0.01% | 609 |
|
|
2024
Q2 | $92K | Sell |
15,749
-2,945
| -16% | -$17.2K | 0.01% | 584 |
|
|
2024
Q1 | $129K | Buy |
18,694
+1,040
| +6% | +$7.2K | 0.01% | 591 |
|
|
2023
Q4 | $123K | Buy |
17,654
+2,152
| +14% | +$14.9K | 0.01% | 575 |
|
|
2023
Q3 | $83.3K | Sell |
15,502
-7,712
| -33% | -$41.4K | 0.01% | 568 |
|
|
2023
Q2 | $137K | Buy |
23,214
+9,662
| +71% | +$57.1K | 0.01% | 602 |
|
|
2023
Q1 | $66K | Sell |
13,552
-1,232
| -8% | -$6K | 0.01% | 651 |
|
|
2022
Q4 | $69.5K | Sell |
14,784
-373
| -2% | -$1.75K | 0.01% | 803 |
|
|
2022
Q3 | $78K | Buy |
15,157
+711
| +5% | +$3.66K | 0.01% | 905 |
|
|
2022
Q2 | $62K | Buy |
14,446
+1,134
| +9% | +$4.87K | 0.01% | 921 |
|
|
2022
Q1 | $76K | Buy |
+13,312
| New | +$76K | 0.01% | 903 |
|