Gitterman 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 | $307K | Buy |
2,473
+69
| +3% | +$8.56K | 0.07% | 81 |
|
|
2025
Q1 | $270K | Buy |
2,404
+31
| +1% | +$3.49K | 0.07% | 83 |
|
|
2024
Q4 | $296K | Buy |
2,373
+113
| +5% | +$14.1K | 0.12% | 75 |
|
|
2024
Q3 | $245K | Buy |
2,260
+33
| +1% | +$3.58K | 0.1% | 88 |
|
|
2024
Q2 | $219K | Buy |
2,227
+27
| +1% | +$2.66K | 0.08% | 93 |
|
|
2024
Q1 | $230K | Buy |
+2,200
| New | +$230K | 0.09% | 85 |
|