Wealth Alliance’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 | $412K | Sell |
49,169
-21,856
| -31% | -$183K | 0.04% | 344 |
|
|
2025
Q4 | $509K | Buy |
71,025
+1,015
| +1% | +$7.22K | 0.05% | 299 |
|
|
2025
Q3 | $499K | Buy |
70,010
+80
| +0.1% | +$528 | 0.05% | 302 |
|
|
2025
Q2 | $461K | Sell |
69,930
-910
| -1% | -$5.55K | 0.05% | 308 |
|
|
2025
Q1 | $378K | Buy |
70,840
+8,326
| +13% | +$41.9K | 0.05% | 339 |
|
|
2024
Q4 | $274K | Sell |
62,514
-9,671
| -13% | -$49.8K | 0.03% | 409 |
|
|
2024
Q3 | $424K | Buy |
72,185
+1,291
| +2% | +$7.27K | 0.05% | 308 |
|
|
2024
Q2 | $365K | Sell |
70,894
-3,396
| -5% | -$18.6K | 0.05% | 327 |
|
|
2024
Q1 | $454K | Buy |
74,290
+3,936
| +6% | +$23.7K | 0.06% | 291 |
|
|
2023
Q4 | $432K | Buy |
70,354
+9,799
| +16% | +$51.9K | 0.06% | 285 |
|
|
2023
Q3 | $287K | Sell |
60,555
-4,740
| -7% | -$23.6K | 0.05% | 366 |
|
|
2023
Q2 | $340K | Buy |
65,295
+3,908
| +6% | +$18.5K | 0.05% | 338 |
|
|
2023
Q1 | $264K | Buy |
61,387
+2,268
| +4% | +$9.62K | 0.04% | 401 |
|
|
2022
Q4 | $246K | Sell |
59,119
-37,789
| -39% | -$172K | 0.04% | 402 |
|
|
2022
Q3 | $442K | Buy |
96,908
+10,074
| +12% | +$43K | 0.09% | 236 |
|
|
2022
Q2 | $328K | Buy |
86,834
+3,436
| +4% | +$15.3K | 0.06% | 298 |
|
|
2022
Q1 | $420K | Buy |
83,398
+539
| +0.7% | +$2.27K | 0.09% | 254 |
|
|
2021
Q4 | $274K | Sell |
82,859
-42,184
| -34% | -$152K | 0.06% | 350 |
|
|
2021
Q3 | $480K | Buy |
125,043
+16,519
| +15% | +$67.6K | 0.11% | 212 |
|
|
2021
Q2 | $475K | Buy |
108,524
+1,051
| +1% | +$4.24K | 0.11% | 204 |
|
|
2021
Q1 | $388K | Buy |
+107,473
| New | +$406K | 0.11% | 226 |
|
|
2020
Q2 | – | Sell |
-17,164
| Closed | -$56K | – | 307 |
|
|
2020
Q1 | $56K | Sell |
17,164
-3,689
| -18% | -$18.9K | 0.03% | 229 |
|
|
2019
Q4 | $139K | Buy |
+20,853
| New | +$131K | 0.1% | 78 |
|
Other funds holding ITUB
OAG
WGI
