Carson Wealth (CWM LLC)’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
1,398
+169
| +14% | +$20.9K | ﹤0.01% | 2297 |
|
|
2025
Q1 | $138K | Buy |
1,229
+60
| +5% | +$6.74K | ﹤0.01% | 2163 |
|
|
2024
Q4 | $146K | Buy |
1,169
+34
| +3% | +$4.25K | ﹤0.01% | 2037 |
|
|
2024
Q3 | $123K | Buy |
1,135
+902
| +387% | +$97.8K | ﹤0.01% | 2066 |
|
|
2024
Q2 | $23K | Sell |
233
-126
| -35% | -$12.4K | ﹤0.01% | 3036 |
|
|
2024
Q1 | $37K | Buy |
359
+40
| +13% | +$4.12K | ﹤0.01% | 2507 |
|
|
2023
Q4 | $30K | Sell |
319
-140
| -31% | -$13.2K | ﹤0.01% | 2520 |
|
|
2023
Q3 | $35K | Sell |
459
-45
| -9% | -$3.43K | ﹤0.01% | 2311 |
|
|
2023
Q2 | $37K | Sell |
504
-17
| -3% | -$1.25K | ﹤0.01% | 2216 |
|
|
2023
Q1 | $38K | Buy |
521
+343
| +193% | +$25K | ﹤0.01% | 2062 |
|
|
2022
Q4 | $15K | Sell |
178
-38
| -18% | -$3.2K | ﹤0.01% | 2585 |
|
|
2022
Q3 | $18K | Buy |
216
+168
| +350% | +$14K | ﹤0.01% | 2309 |
|
|
2022
Q2 | $4K | Buy |
48
+5
| +12% | +$417 | ﹤0.01% | 3136 |
|
|
2022
Q1 | $4K | Buy |
43
+3
| +8% | +$279 | ﹤0.01% | 2964 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2887 |
|
|
2021
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q1 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q4 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q1 | $7K | Sell |
98
-176
| -64% | -$12.6K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $18K | Buy |
274
+153
| +126% | +$10.1K | ﹤0.01% | 1177 |
|
|
2018
Q3 | $10K | Buy |
121
+14
| +13% | +$1.16K | ﹤0.01% | 1159 |
|
|
2018
Q2 | $9K | Buy |
107
+90
| +529% | +$7.57K | ﹤0.01% | 1042 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1343 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1408 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1118 |
|