AIM
Access Investment Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
+18,050
| New | +$2.24M | 0.64% | 39 |
|
|
2024
Q4 | $2.23M | Buy |
17,855
+130
| +0.7% | +$16.2K | 0.65% | 41 |
|
|
2024
Q3 | $1.92M | Buy |
17,725
+25
| +0.1% | +$2.71K | 0.59% | 41 |
|
|
2024
Q2 | $1.74M | Buy |
17,700
+170
| +1% | +$16.8K | 0.57% | 40 |
|
|
2024
Q1 | $1.83M | Buy |
17,530
+25
| +0.1% | +$2.61K | 0.6% | 38 |
|
|
2023
Q4 | $1.62M | Buy |
+17,505
| New | +$1.62M | 0.61% | 36 |
|