Farmers & Merchants Investments 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 | $6.7K | Buy |
54
+8
| +17% | +$992 | ﹤0.01% | 832 |
|
|
2025
Q1 | $5.17K | Buy |
46
+21
| +84% | +$2.36K | ﹤0.01% | 893 |
|
|
2024
Q4 | $3.12K | Hold |
25
| – | – | ﹤0.01% | 945 |
|
|
2024
Q3 | $2.71K | Hold |
25
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q2 | $2.46K | Hold |
25
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q1 | $2.61K | Hold |
25
| – | – | ﹤0.01% | 978 |
|
|
2023
Q4 | $2.32K | Sell |
25
-2
| -7% | -$186 | ﹤0.01% | 1022 |
|
|
2023
Q3 | $2.04K | Hold |
27
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q2 | $1.96K | Hold |
27
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q1 | $1.97K | Hold |
27
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q4 | $2.28K | Hold |
27
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q3 | $2K | Sell |
27
-86
| -76% | -$6.37K | ﹤0.01% | 1103 |
|
|
2022
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 743 |
|
|
2022
Q1 | $11K | Sell |
113
-18
| -14% | -$1.75K | ﹤0.01% | 730 |
|
|
2021
Q4 | $12K | Hold |
131
| – | – | ﹤0.01% | 718 |
|
|
2021
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 710 |
|
|
2021
Q2 | $10K | Sell |
131
-30
| -19% | -$2.29K | ﹤0.01% | 669 |
|
|
2021
Q1 | $12K | Hold |
161
| – | – | ﹤0.01% | 574 |
|
|
2020
Q4 | $10K | Hold |
161
| – | – | ﹤0.01% | 608 |
|
|
2020
Q3 | $6K | Buy |
161
+22
| +16% | +$820 | ﹤0.01% | 703 |
|
|
2020
Q2 | $6K | Buy |
+139
| New | +$6K | ﹤0.01% | 692 |
|
|
2020
Q1 | – | Sell |
-115
| Closed | -$8K | – | 882 |
|
|
2019
Q4 | $8K | Hold |
115
| – | – | ﹤0.01% | 654 |
|
|
2019
Q3 | $7K | Hold |
115
| – | – | ﹤0.01% | 669 |
|
|
2019
Q2 | $8K | Hold |
115
| – | – | ﹤0.01% | 629 |
|
|
2019
Q1 | $8K | Hold |
115
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $8K | Buy |
+115
| New | +$8K | ﹤0.01% | 532 |
|