Sumitomo Mitsui Trust Group’s Itaú Unibanco ITUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.5K | Hold |
11,715
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q1 | $64.4K | Buy |
11,715
+1,065
| +10% | +$5.86K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $52.8K | Sell |
10,650
-33,500
| -76% | -$166K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $294K | Buy |
44,150
+17,400
| +65% | +$116K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $156K | Sell |
26,750
-28,500
| -52% | -$166K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $383K | Sell |
55,250
-46,089
| -45% | -$319K | ﹤0.01% | 1044 |
|
|
2023
Q4 | $704K | Buy |
101,339
+20,400
| +25% | +$142K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $435K | Sell |
80,939
-39,613
| -33% | -$213K | ﹤0.01% | 1063 |
|
|
2023
Q2 | $711K | Sell |
120,552
-58,828
| -33% | -$347K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $874K | Sell |
179,380
-68,465
| -28% | -$333K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $1.17M | Sell |
247,845
-38,500
| -13% | -$181K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $1.48M | Hold |
286,345
| – | – | ﹤0.01% | 979 |
|
|
2022
Q2 | $1.23M | Hold |
286,345
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | $1.64M | Buy |
286,345
+163,514
| +133% | +$934K | ﹤0.01% | 981 |
|
|
2021
Q4 | $461K | Hold |
122,831
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q3 | $647K | Hold |
122,831
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $738K | Sell |
122,831
-31,033
| -20% | -$186K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $763K | Hold |
153,864
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q4 | $937K | Sell |
153,864
-38,604
| -20% | -$235K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $766K | Sell |
192,468
-191,516
| -50% | -$762K | ﹤0.01% | 994 |
|
|
2020
Q2 | $1.8M | Hold |
383,984
| – | – | ﹤0.01% | 894 |
|
|
2020
Q1 | $1.72M | Sell |
383,984
-1,885,817
| -83% | -$8.46M | ﹤0.01% | 886 |
|
|
2019
Q4 | $20.8M | Buy |
2,269,801
+86,300
| +4% | +$789K | 0.02% | 669 |
|
|
2019
Q3 | $18.4M | Buy |
2,183,501
+2,113,081
| +3,001% | +$17.8M | 0.02% | 660 |
|
|
2019
Q2 | $663K | Buy |
70,420
+27,700
| +65% | +$261K | ﹤0.01% | 912 |
|
|
2019
Q1 | $376K | Sell |
42,720
-9,000
| -17% | -$79.2K | ﹤0.01% | 920 |
|
|
2018
Q4 | $468K | Buy |
51,720
+20,440
| +65% | +$185K | ﹤0.01% | 874 |
|
|
2018
Q3 | $343K | Buy |
31,280
+14,430
| +86% | +$158K | ﹤0.01% | 869 |
|
|
2018
Q2 | $175K | Buy |
16,850
+2,810
| +20% | +$29.2K | ﹤0.01% | 892 |
|
|
2018
Q1 | $219K | Buy |
+14,040
| New | +$219K | ﹤0.01% | 883 |
|
|
2013
Q3 | – | Sell |
-10,128
| Closed | -$131K | – | 776 |
|
|
2013
Q2 | $131K | Buy |
+10,128
| New | +$131K | ﹤0.01% | 745 |
|