AssetMark Inc’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 | $2.31M | Buy |
18,642
+405
| +2% | +$50.2K | 0.01% | 734 |
|
|
2025
Q1 | $2.05M | Buy |
18,237
+467
| +3% | +$52.5K | 0.01% | 717 |
|
|
2024
Q4 | $2.22M | Buy |
17,770
+1,057
| +6% | +$132K | 0.01% | 690 |
|
|
2024
Q3 | $1.81M | Buy |
16,713
+1,693
| +11% | +$184K | 0.01% | 670 |
|
|
2024
Q2 | $1.48M | Buy |
15,020
+2,718
| +22% | +$268K | ﹤0.01% | 682 |
|
|
2024
Q1 | $1.28M | Buy |
12,302
+10,196
| +484% | +$1.06M | ﹤0.01% | 674 |
|
|
2023
Q4 | $195K | Buy |
2,106
+2,105
| +210,500% | +$195K | ﹤0.01% | 921 |
|
|
2023
Q3 | $76 | Buy |
+1
| New | +$76 | ﹤0.01% | 1715 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$511 | – | 1693 |
|
|
2023
Q1 | $511 | Buy |
+7
| New | +$511 | ﹤0.01% | 1492 |
|
|
2019
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1443 |
|
|
2019
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1291 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$2K | – | 1524 |
|
|
2018
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1242 |
|
|
2018
Q1 | – | Sell |
-109
| Closed | -$9K | – | 2038 |
|
|
2017
Q4 | $9K | Buy |
+109
| New | +$9K | ﹤0.01% | 1139 |
|
|
2017
Q3 | – | Sell |
-110
| Closed | -$8K | – | 1630 |
|
|
2017
Q2 | $8K | Buy |
+110
| New | +$8K | ﹤0.01% | 1058 |
|
|
2016
Q1 | – | Sell |
-8
| Closed | – | – | 1430 |
|
|
2015
Q4 | $0 | Buy |
8
+7
| +700% | – | ﹤0.01% | 1493 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 861 |
|