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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q4 | $89.2K | Buy |
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|
2022
Q3 | $70K | Sell |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $97K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $98K | Sell |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q4 | $127K | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $102K | Buy |
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|
2019
Q2 | $113K | Sell |
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|
2019
Q1 | $114K | Sell |
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|
2018
Q4 | $179K | Sell |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $148K | Sell |
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|
2018
Q1 | $230K | Buy |
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|
2017
Q4 | $185K | Sell |
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|
2017
Q3 | $199K | Hold |
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|
2017
Q2 | $160K | Hold |
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|
2017
Q1 | $175K | Sell |
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|
2016
Q4 | $151K | Sell |
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|
2016
Q3 | $150K | Buy |
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|
2016
Q2 | $127K | Hold |
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|
2016
Q1 | $116K | Sell |
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|
2015
Q4 | $138K | Buy |
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|
2015
Q3 | $118K | Sell |
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|
2015
Q2 | $188K | Buy |
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|
2015
Q1 | $187K | Sell |
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|
2014
Q4 | $247K | Sell |
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|
2014
Q3 | $333K | Sell |
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|
2014
Q2 | $349K | Buy |
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|
2014
Q1 | $266K | Buy |
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|
2013
Q4 | $137K | Buy |
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