Stratos Wealth Partners’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 | $123K | Sell |
18,050
-1,206
| -6% | -$8.19K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $106K | Buy |
+19,256
| New | +$106K | ﹤0.01% | 1317 |
|
|
2018
Q4 | – | Sell |
-522
| Closed | -$3K | – | 1652 |
|
|
2018
Q3 | $3K | Buy |
+522
| New | +$3K | ﹤0.01% | 2613 |
|
|
2018
Q2 | – | Sell |
-8,748
| Closed | -$68K | – | 1775 |
|
|
2018
Q1 | $68K | Buy |
8,748
+696
| +9% | +$5.41K | ﹤0.01% | 1410 |
|
|
2017
Q4 | $52K | Buy |
+8,052
| New | +$52K | ﹤0.01% | 1494 |
|