United Capital Financial Advisors’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Buy |
28,148
+5,505
| +24% | +$46.1K | ﹤0.01% | 1480 |
|
|
2025
Q4 | $162K | Buy |
22,643
+937
| +4% | +$6.67K | ﹤0.01% | 1336 |
|
|
2025
Q3 | $155K | Buy |
21,706
+13
| +0.1% | +$86 | ﹤0.01% | 1180 |
|
|
2025
Q2 | $143K | Sell |
21,693
-301
| -1% | -$1.83K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $117K | Sell |
21,994
-1,873
| -8% | -$9.43K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $104K | Sell |
23,867
-777
| -3% | -$4K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $145K | Buy |
24,644
+519
| +2% | +$2.92K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $124K | Sell |
24,125
-707
| -3% | -$3.87K | ﹤0.01% | 997 |
|
|
2024
Q1 | $152K | Sell |
24,832
-862
| -3% | -$5.19K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $158K | Buy |
+25,694
| New | +$136K | ﹤0.01% | 1017 |
|
|
2020
Q1 | – | Sell |
-26,336
| Closed | -$175K | – | 1284 |
|
|
2019
Q4 | $175K | Buy |
+26,336
| New | +$165K | ﹤0.01% | 1301 |
|
|
2019
Q3 | – | Sell |
-35,418
| Closed | -$242K | – | 1399 |
|
|
2019
Q2 | $242K | Buy |
35,418
+9,072
| +34% | +$57.1K | ﹤0.01% | 1297 |
|
|
2019
Q1 | $169K | Buy |
26,346
+39
| +0.1% | +$276 | ﹤0.01% | 1289 |
|
|
2018
Q4 | $175K | Buy |
26,307
+3,356
| +15% | +$21.6K | ﹤0.01% | 1210 |
|
|
2018
Q3 | $122K | Sell |
22,951
-470
| -2% | -$2.53K | ﹤0.01% | 1286 |
|
|
2018
Q2 | $118K | Sell |
23,421
-9,783
| -29% | -$60.8K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $251K | Sell |
33,204
-1,268
| -4% | -$9.49K | ﹤0.01% | 1154 |
|
|
2017
Q4 | $217K | Sell |
34,472
-5,488
| -14% | -$35K | ﹤0.01% | 1215 |
|
|
2017
Q3 | $266K | Sell |
39,960
-1,278
| -3% | -$7.81K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $221K | Buy |
41,238
+3,113
| +8% | +$17.5K | ﹤0.01% | 1173 |
|
|
2017
Q1 | $223K | Buy |
38,125
+3,733
| +11% | +$22.1K | ﹤0.01% | 1155 |
|
|
2016
Q4 | $172K | Buy |
34,392
+5,550
| +19% | +$28.4K | ﹤0.01% | 1201 |
|
|
2016
Q3 | $139K | Buy |
28,842
+816
| +3% | +$3.86K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $111K | Sell |
28,026
-18,864
| -40% | -$72.7K | ﹤0.01% | 1215 |
|
|
2016
Q1 | $178K | Sell |
46,890
-89,942
| -66% | -$274K | ﹤0.01% | 1141 |
|
|
2015
Q4 | $393K | Sell |
136,832
-28,837
| -17% | -$91.6K | ﹤0.01% | 945 |
|
|
2015
Q3 | $484K | Buy |
165,669
+18,245
| +12% | +$64.8K | 0.01% | 906 |
|
|
2015
Q2 | $588K | Sell |
147,424
-1,332
| -0.9% | -$6.26K | 0.01% | 857 |
|
|
2015
Q1 | $765K | Sell |
148,756
-138,590
| -48% | -$676K | 0.01% | 787 |
|
|
2014
Q4 | $1.5M | Buy |
287,346
+156,976
| +120% | +$883K | 0.02% | 541 |
|
|
2014
Q3 | $725K | Sell |
130,370
-9,721
| -7% | -$62K | 0.01% | 693 |
|
|
2014
Q2 | $808K | Sell |
140,091
-21,936
| -14% | -$129K | 0.02% | 598 |
|
|
2014
Q1 | $877K | Buy |
+162,027
| New | +$773K | 0.02% | 508 |
|
|
2013
Q4 | – | Sell |
-79,226
| Closed | -$408K | – | 704 |
|
|
2013
Q3 | $408K | Sell |
79,226
-6,270
| -7% | -$29.4K | 0.01% | 491 |
|
|
2013
Q2 | $403K | Buy |
+85,496
| New | +$466K | 0.01% | 544 |
|
Other funds holding ITUB
OAG
WGI
