Sequoia Financial Advisors’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 | $573K | Buy |
68,340
+439
| +0.6% | +$3.67K | ﹤0.01% | 1192 |
|
|
2025
Q4 | $486K | Buy |
67,901
+105
| +0.2% | +$747 | ﹤0.01% | 1295 |
|
|
2025
Q3 | $483K | Buy |
67,796
+885
| +1% | +$5.85K | ﹤0.01% | 1155 |
|
|
2025
Q2 | $441K | Buy |
66,911
+982
| +1% | +$5.99K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $352K | Buy |
65,929
+19,921
| +43% | +$100K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $201K | Sell |
46,008
-68
| -0.1% | -$350 | ﹤0.01% | 1224 |
|
|
2024
Q3 | $270K | Sell |
46,076
-709
| -2% | -$3.99K | ﹤0.01% | 1017 |
|
|
2024
Q2 | $241K | Sell |
46,785
-602
| -1% | -$3.29K | ﹤0.01% | 993 |
|
|
2024
Q1 | $290K | Buy |
47,387
+1,626
| +4% | +$9.79K | ﹤0.01% | 876 |
|
|
2023
Q4 | $281K | Buy |
45,761
+1,795
| +4% | +$9.52K | ﹤0.01% | 958 |
|
|
2023
Q3 | $208K | Buy |
43,966
+2
| +0% | +$10 | ﹤0.01% | 851 |
|
|
2023
Q2 | $229K | Buy |
43,964
+1,075
| +3% | +$5.08K | ﹤0.01% | 804 |
|
|
2023
Q1 | $184K | Buy |
42,889
+21,444
| +100% | +$90.9K | ﹤0.01% | 772 |
|
|
2022
Q4 | $89.2K | Buy |
21,445
+5,998
| +39% | +$27.3K | ﹤0.01% | 774 |
|
|
2022
Q3 | $70K | Sell |
15,447
-3,620
| -19% | -$15.4K | ﹤0.01% | 517 |
|
|
2022
Q2 | $72K | Sell |
19,067
-250
| -1% | -$1.11K | ﹤0.01% | 577 |
|
|
2022
Q1 | $97K | Buy |
+19,317
| New | +$81.4K | ﹤0.01% | 641 |
|
|
2021
Q4 | – | Sell |
-25,646
| Closed | -$98K | – | 598 |
|
|
2021
Q3 | $98K | Sell |
25,646
-3,733
| -13% | -$15.3K | 0.01% | 251 |
|
|
2021
Q2 | $128K | Buy |
29,379
+403
| +1% | +$1.62K | ﹤0.01% | 463 |
|
|
2021
Q1 | $105K | Buy |
28,976
+345
| +1% | +$1.3K | ﹤0.01% | 433 |
|
|
2020
Q4 | $127K | Sell |
28,631
-2,285
| -7% | -$8.55K | 0.01% | 405 |
|
|
2020
Q3 | $90K | Sell |
30,916
-4,597
| -13% | -$15.6K | ﹤0.01% | 378 |
|
|
2020
Q2 | $121K | Buy |
35,513
+20,841
| +142% | +$67.6K | 0.01% | 356 |
|
|
2020
Q1 | $48K | Sell |
14,672
-2,441
| -14% | -$12.5K | ﹤0.01% | 359 |
|
|
2019
Q4 | $114K | Buy |
17,113
+372
| +2% | +$2.33K | 0.01% | 373 |
|
|
2019
Q3 | $102K | Buy |
16,741
+217
| +1% | +$1.41K | 0.01% | 350 |
|
|
2019
Q2 | $113K | Sell |
16,524
-1,245
| -7% | -$7.84K | 0.01% | 364 |
|
|
2019
Q1 | $114K | Sell |
17,769
-9,149
| -34% | -$64.7K | 0.01% | 355 |
|
|
2018
Q4 | $179K | Sell |
26,918
-1
| -0% | -$6 | 0.02% | 277 |
|
|
2018
Q3 | $143K | Sell |
26,919
-2,466
| -8% | -$13.3K | 0.01% | 307 |
|
|
2018
Q2 | $148K | Sell |
29,385
-960
| -3% | -$5.96K | 0.02% | 293 |
|
|
2018
Q1 | $230K | Buy |
30,345
+960
| +3% | +$7.18K | 0.02% | 264 |
|
|
2017
Q4 | $185K | Sell |
29,385
-486
| -2% | -$3.1K | 0.02% | 290 |
|
|
2017
Q3 | $199K | Hold |
29,871
| – | – | 0.02% | 271 |
|
|
2017
Q2 | $160K | Hold |
29,871
| – | – | 0.02% | 269 |
|
|
2017
Q1 | $175K | Sell |
29,871
-338
| -1% | -$2K | 0.02% | 267 |
|
|
2016
Q4 | $151K | Sell |
30,209
-865
| -3% | -$4.43K | 0.02% | 262 |
|
|
2016
Q3 | $150K | Buy |
31,074
+576
| +2% | +$2.73K | 0.03% | 234 |
|
|
2016
Q2 | $127K | Hold |
30,498
| – | – | 0.04% | 240 |
|
|
2016
Q1 | $116K | Sell |
30,498
-17,601
| -37% | -$53.6K | 0.04% | 190 |
|
|
2015
Q4 | $138K | Buy |
48,099
+7,676
| +19% | +$24.4K | 0.06% | 169 |
|
|
2015
Q3 | $118K | Sell |
40,423
-2,516
| -6% | -$8.93K | 0.05% | 168 |
|
|
2015
Q2 | $188K | Buy |
42,939
+836
| +2% | +$3.93K | 0.08% | 183 |
|
|
2015
Q1 | $187K | Sell |
42,103
-5,336
| -11% | -$26K | 0.09% | 176 |
|
|
2014
Q4 | $247K | Sell |
47,439
-12,409
| -21% | -$69.8K | 0.17% | 128 |
|
|
2014
Q3 | $333K | Sell |
59,848
-766
| -1% | -$4.88K | 0.23% | 105 |
|
|
2014
Q2 | $349K | Buy |
60,614
+11,480
| +23% | +$67.6K | 0.27% | 90 |
|
|
2014
Q1 | $266K | Buy |
49,134
+21,364
| +77% | +$102K | 0.22% | 113 |
|
|
2013
Q4 | $137K | Buy |
+27,770
| New | +$144K | 0.11% | 146 |
|
Other funds holding ITUB
OAG
WGI
