SWP
ITUB icon

Stratos Wealth Partners’s Itaú Unibanco ITUB Stock Holding History

Stratos Wealth Partners’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,471
Closed -$104K – 1660
2025
Q4 		$104K Sell
14,471
-2,914
-17% -$20.7K ﹤0.01% 1553
2025
Q3 		$124K Sell
17,385
-1,207
-6% -$7.97K ﹤0.01% 1511
2025
Q2 		$123K Sell
18,592
-1,242
-6% -$7.57K ﹤0.01% 1375
2025
Q1 		$106K Buy
+19,834
New +$99.8K ﹤0.01% 1317
2018
Q4 		– Sell
-538
Closed -$3K – 1652
2018
Q3 		$3K Buy
+538
New +$2.89K ﹤0.01% 2613
2018
Q2 		– Sell
-9,011
Closed -$68K – 1775
2018
Q1 		$68K Buy
9,011
+718
+9% +$5.37K ﹤0.01% 1410
2017
Q4 		$52K Buy
+8,293
New +$52.9K ﹤0.01% 1494

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