Wealth Alliance’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 | $461K | Sell |
67,893
-884
| -1% | -$6K | 0.05% | 308 |
|
|
2025
Q1 | $378K | Buy |
68,777
+8,083
| +13% | +$44.5K | 0.05% | 339 |
|
|
2024
Q4 | $274K | Sell |
60,694
-9,388
| -13% | -$42.3K | 0.03% | 409 |
|
|
2024
Q3 | $424K | Buy |
70,082
+1,253
| +2% | +$7.58K | 0.05% | 308 |
|
|
2024
Q2 | $365K | Sell |
68,829
-3,297
| -5% | -$17.5K | 0.05% | 327 |
|
|
2024
Q1 | $454K | Buy |
72,126
+3,821
| +6% | +$24.1K | 0.06% | 291 |
|
|
2023
Q4 | $432K | Buy |
68,305
+9,513
| +16% | +$60.1K | 0.06% | 285 |
|
|
2023
Q3 | $287K | Sell |
58,792
-4,601
| -7% | -$22.5K | 0.05% | 366 |
|
|
2023
Q2 | $340K | Buy |
63,393
+3,794
| +6% | +$20.4K | 0.05% | 338 |
|
|
2023
Q1 | $264K | Buy |
59,599
+2,202
| +4% | +$9.75K | 0.04% | 401 |
|
|
2022
Q4 | $246K | Sell |
57,397
-36,688
| -39% | -$157K | 0.04% | 402 |
|
|
2022
Q3 | $442K | Buy |
94,085
+9,780
| +12% | +$45.9K | 0.09% | 236 |
|
|
2022
Q2 | $328K | Buy |
84,305
+3,336
| +4% | +$13K | 0.06% | 298 |
|
|
2022
Q1 | $420K | Buy |
80,969
+524
| +0.7% | +$2.72K | 0.09% | 254 |
|
|
2021
Q4 | $274K | Sell |
80,445
-40,956
| -34% | -$139K | 0.06% | 350 |
|
|
2021
Q3 | $480K | Buy |
121,401
+16,038
| +15% | +$63.4K | 0.11% | 212 |
|
|
2021
Q2 | $475K | Buy |
105,363
+1,021
| +1% | +$4.6K | 0.11% | 204 |
|
|
2021
Q1 | $388K | Buy |
+104,342
| New | +$388K | 0.11% | 226 |
|
|
2020
Q2 | – | Sell |
-16,664
| Closed | -$56K | – | 307 |
|
|
2020
Q1 | $56K | Sell |
16,664
-3,581
| -18% | -$12K | 0.03% | 229 |
|
|
2019
Q4 | $139K | Buy |
+20,245
| New | +$139K | 0.1% | 78 |
|