Wambolt & Associates’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,585
| Closed | -$73.2K | – | 235 |
|
|
2023
Q4 | $73.2K | Hold |
11,585
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $55.8K | Sell |
11,585
-2,207
| -16% | -$10.6K | 0.02% | 241 |
|
|
2023
Q2 | $74K | Sell |
13,792
-1,300
| -9% | -$6.97K | 0.03% | 248 |
|
|
2023
Q1 | $64.6K | Hold |
15,092
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $64.6K | Hold |
15,092
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $71K | Hold |
15,092
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $59K | Hold |
15,092
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $80K | Sell |
15,092
-1,090
| -7% | -$5.78K | 0.03% | 235 |
|
|
2021
Q4 | $55K | Sell |
16,182
-3,447
| -18% | -$11.7K | 0.02% | 239 |
|
|
2021
Q3 | $81K | Hold |
19,629
| – | – | 0.03% | 238 |
|
|
2021
Q2 | $86K | Sell |
19,629
-1,098
| -5% | -$4.81K | 0.04% | 244 |
|
|
2021
Q1 | $74K | Buy |
+20,727
| New | +$74K | 0.04% | 213 |
|