Chicago Wealth Management’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 | $268K | Hold |
2,161
| – | – | 0.13% | 45 |
|
|
2025
Q1 | $243K | Hold |
2,161
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $269K | Hold |
2,161
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $235K | Hold |
2,161
| – | – | 0.13% | 47 |
|
|
2024
Q2 | $213K | Hold |
2,161
| – | – | 0.12% | 47 |
|
|
2024
Q1 | $226K | Hold |
2,161
| – | – | 0.13% | 48 |
|
|
2023
Q4 | $200K | Buy |
+2,161
| New | +$200K | 0.14% | 44 |
|