Spire Wealth Management’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
51,946
+356
| +0.7% | +$2.42K | 0.01% | 597 |
|
|
2025
Q1 | $284K | Buy |
51,590
+2,378
| +5% | +$13.1K | 0.01% | 728 |
|
|
2024
Q4 | $222K | Buy |
49,212
+3,746
| +8% | +$16.9K | 0.01% | 791 |
|
|
2024
Q3 | $275K | Buy |
45,466
+422
| +0.9% | +$2.55K | 0.01% | 655 |
|
|
2024
Q2 | $239K | Sell |
45,044
-549
| -1% | -$2.92K | 0.01% | 673 |
|
|
2024
Q1 | $287K | Buy |
45,593
+45,189
| +11,185% | +$285K | 0.01% | 674 |
|
|
2023
Q4 | $2.44K | Buy |
404
+1
| +0.2% | +$6 | ﹤0.01% | 2112 |
|
|
2023
Q3 | $1.97K | Buy |
+403
| New | +$1.97K | ﹤0.01% | 2142 |
|
|
2022
Q1 | – | Sell |
-2,113
| Closed | -$7K | – | 2701 |
|
|
2021
Q4 | $7K | Buy |
+2,113
| New | +$7K | ﹤0.01% | 2486 |
|
|
2021
Q2 | – | Sell |
-2,563
| Closed | -$9K | – | 2779 |
|
|
2021
Q1 | $9K | Buy |
+2,563
| New | +$9K | ﹤0.01% | 2442 |
|