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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $155K | Buy |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $104K | Sell |
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|
2024
Q3 | $145K | Buy |
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|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $158K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $169K | Buy |
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|
2018
Q4 | $175K | Buy |
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|
2018
Q3 | $122K | Sell |
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|
2018
Q2 | $118K | Sell |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $223K | Buy |
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|
2016
Q4 | $172K | Buy |
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|
2016
Q3 | $139K | Buy |
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|
2016
Q2 | $111K | Sell |
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|
2016
Q1 | $178K | Sell |
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|
2015
Q4 | $393K | Sell |
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|
2015
Q3 | $484K | Buy |
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|
2015
Q2 | $588K | Sell |
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|
2015
Q1 | $765K | Sell |
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|
2014
Q4 | $1.5M | Buy |
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|
2014
Q3 | $725K | Sell |
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|
2014
Q2 | $808K | Sell |
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|
2014
Q1 | $877K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $408K | Sell |
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|
2013
Q2 | $403K | Buy |
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