DiNuzzo Private Wealth’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 | $1.74K | Sell |
14
-2
| -13% | -$248 | ﹤0.01% | 662 |
|
|
2025
Q1 | $1.8K | Buy |
16
+3
| +23% | +$338 | ﹤0.01% | 633 |
|
|
2024
Q4 | $1.62K | Hold |
13
| – | – | ﹤0.01% | 671 |
|
|
2024
Q3 | $1.41K | Hold |
13
| – | – | ﹤0.01% | 737 |
|
|
2024
Q2 | $1.28K | Buy |
13
+2
| +18% | +$197 | ﹤0.01% | 692 |
|
|
2024
Q1 | $1.15K | Hold |
11
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $1.02K | Buy |
+11
| New | +$1.02K | ﹤0.01% | 696 |
|