United Capital Financial Advisors’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 | $143K | Sell |
21,061
-292
| -1% | -$1.98K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $117K | Sell |
21,353
-1,819
| -8% | -$10K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $104K | Sell |
23,172
-754
| -3% | -$3.4K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $145K | Buy |
23,926
+504
| +2% | +$3.05K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $124K | Sell |
23,422
-687
| -3% | -$3.65K | ﹤0.01% | 990 |
|
|
2024
Q1 | $152K | Sell |
24,109
-837
| -3% | -$5.27K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $158K | Buy |
+24,946
| New | +$158K | ﹤0.01% | 1013 |
|
|
2020
Q1 | – | Sell |
-25,569
| Closed | -$175K | – | 1273 |
|
|
2019
Q4 | $175K | Buy |
+25,569
| New | +$175K | ﹤0.01% | 1285 |
|
|
2019
Q3 | – | Sell |
-34,386
| Closed | -$242K | – | 1380 |
|
|
2019
Q2 | $242K | Buy |
34,386
+8,807
| +34% | +$62K | ﹤0.01% | 1277 |
|
|
2019
Q1 | $169K | Buy |
25,579
+38
| +0.1% | +$251 | ﹤0.01% | 1267 |
|
|
2018
Q4 | $175K | Buy |
25,541
+3,259
| +15% | +$22.3K | ﹤0.01% | 1210 |
|
|
2018
Q3 | $122K | Sell |
22,282
-456
| -2% | -$2.5K | ﹤0.01% | 1286 |
|
|
2018
Q2 | $118K | Sell |
22,738
-9,499
| -29% | -$49.3K | ﹤0.01% | 1267 |
|
|
2018
Q1 | $251K | Sell |
32,237
-1,231
| -4% | -$9.59K | ﹤0.01% | 1154 |
|
|
2017
Q4 | $217K | Sell |
33,468
-5,328
| -14% | -$34.5K | ﹤0.01% | 1215 |
|
|
2017
Q3 | $266K | Sell |
38,796
-1,241
| -3% | -$8.51K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $221K | Buy |
40,037
+3,022
| +8% | +$16.7K | ﹤0.01% | 1173 |
|
|
2017
Q1 | $223K | Buy |
37,015
+3,625
| +11% | +$21.8K | ﹤0.01% | 1155 |
|
|
2016
Q4 | $172K | Buy |
33,390
+5,388
| +19% | +$27.8K | ﹤0.01% | 1201 |
|
|
2016
Q3 | $139K | Buy |
28,002
+792
| +3% | +$3.93K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $111K | Sell |
27,210
-18,315
| -40% | -$74.7K | ﹤0.01% | 1215 |
|
|
2016
Q1 | $178K | Sell |
45,525
-87,321
| -66% | -$341K | ﹤0.01% | 1141 |
|
|
2015
Q4 | $393K | Sell |
132,846
-27,998
| -17% | -$82.8K | ﹤0.01% | 945 |
|
|
2015
Q3 | $484K | Buy |
160,844
+17,713
| +12% | +$53.3K | 0.01% | 906 |
|
|
2015
Q2 | $588K | Sell |
143,131
-1,293
| -0.9% | -$5.31K | 0.01% | 857 |
|
|
2015
Q1 | $765K | Sell |
144,424
-134,552
| -48% | -$713K | 0.01% | 787 |
|
|
2014
Q4 | $1.5M | Buy |
278,976
+152,403
| +120% | +$819K | 0.02% | 541 |
|
|
2014
Q3 | $725K | Sell |
126,573
-9,438
| -7% | -$54.1K | 0.01% | 693 |
|
|
2014
Q2 | $808K | Sell |
136,011
-21,297
| -14% | -$127K | 0.02% | 598 |
|
|
2014
Q1 | $877K | Buy |
+157,308
| New | +$877K | 0.02% | 508 |
|
|
2013
Q4 | – | Sell |
-76,918
| Closed | -$408K | – | 704 |
|
|
2013
Q3 | $408K | Sell |
76,918
-6,087
| -7% | -$32.3K | 0.01% | 491 |
|
|
2013
Q2 | $403K | Buy |
+83,005
| New | +$403K | 0.01% | 544 |
|