Wealth Enhancement Advisory Services’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 | $1.41M | Sell |
203,441
-945
| -0.5% | -$6.54K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $1.12M | Buy |
204,386
+31,198
| +18% | +$172K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $781K | Sell |
173,188
-3,701
| -2% | -$16.7K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $1.07M | Buy |
176,889
+133,254
| +305% | +$806K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $232K | Buy |
43,635
+7,053
| +19% | +$37.4K | ﹤0.01% | 2175 |
|
|
2024
Q1 | $230K | Sell |
36,582
-6,241
| -15% | -$39.3K | ﹤0.01% | 2101 |
|
|
2023
Q4 | $270K | Buy |
42,823
+7,173
| +20% | +$45.3K | ﹤0.01% | 1885 |
|
|
2023
Q3 | $174K | Buy |
+35,650
| New | +$174K | ﹤0.01% | 2017 |
|