Burney Company’s Wintrust Financial WTFC Stock Holding History

Burney Company’s Portfolio WTFC Stock Details WTFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Hold
2025 Q2	$288K	Buy
2022 Q1	–	Sell
2021 Q4	$204K	Sell
2021 Q3	$297K	Sell
2021 Q2	$295K	Sell
2021 Q1	$298K	Buy