American Trust’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+2,018
| New | +$250K | 0.02% | 247 |
|
|
2025
Q1 | – | Sell |
-2,626
| Closed | -$327K | – | 314 |
|
|
2024
Q4 | $327K | Sell |
2,626
-79
| -3% | -$9.85K | 0.02% | 218 |
|
|
2024
Q3 | $294K | Sell |
2,705
-36
| -1% | -$3.91K | 0.02% | 187 |
|
|
2024
Q2 | $270K | Buy |
2,741
+482
| +21% | +$47.5K | 0.02% | 187 |
|
|
2024
Q1 | $236K | Sell |
2,259
-20
| -0.9% | -$2.09K | 0.02% | 237 |
|
|
2023
Q4 | $211K | Buy |
+2,279
| New | +$211K | 0.02% | 262 |
|
|
2023
Q3 | – | Sell |
-3,065
| Closed | -$223K | – | 428 |
|
|
2023
Q2 | $223K | Sell |
3,065
-371
| -11% | -$26.9K | 0.02% | 373 |
|
|
2023
Q1 | $251K | Sell |
3,436
-949
| -22% | -$69.2K | 0.02% | 354 |
|
|
2022
Q4 | $371K | Sell |
4,385
-667
| -13% | -$56.4K | 0.03% | 274 |
|
|
2022
Q3 | $405K | Sell |
5,052
-133
| -3% | -$10.7K | 0.03% | 239 |
|
|
2022
Q2 | $416K | Buy |
5,185
+366
| +8% | +$29.4K | 0.03% | 248 |
|
|
2022
Q1 | $448K | Sell |
4,819
-418
| -8% | -$38.9K | 0.03% | 263 |
|
|
2021
Q4 | $476K | Buy |
+5,237
| New | +$476K | 0.04% | 168 |
|