Steward Partners Investment Advisory’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-274
| Closed | -$1.24K | – | 4087 |
|
|
2024
Q4 | $1.24K | Buy |
+274
| New | +$1.24K | ﹤0.01% | 3725 |
|
|
2019
Q4 | – | Sell |
-885
| Closed | -$5K | – | 2664 |
|
|
2019
Q3 | $5K | Buy |
+885
| New | +$5K | ﹤0.01% | 2244 |
|
|
2018
Q1 | – | Sell |
-562
| Closed | -$3K | – | 2266 |
|
|
2017
Q4 | $3K | Sell |
562
-175
| -24% | -$934 | ﹤0.01% | 1632 |
|
|
2017
Q3 | $5K | Buy |
737
+175
| +31% | +$1.19K | ﹤0.01% | 1294 |
|
|
2017
Q2 | $3K | Hold |
562
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q1 | $3K | Buy |
+562
| New | +$3K | ﹤0.01% | 1238 |
|