HPCM
Hunter Perkins Capital Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Hold |
9,560
| – | – | 0.28% | 62 |
|
|
2025
Q1 | $1.08M | Hold |
9,560
| – | – | 0.25% | 70 |
|
|
2024
Q4 | $1.19M | Hold |
9,560
| – | – | 0.25% | 64 |
|
|
2024
Q3 | $1.04M | Buy |
9,560
+1,205
| +14% | +$131K | 0.21% | 70 |
|
|
2024
Q2 | $823K | Buy |
8,355
+1,955
| +31% | +$193K | 0.17% | 76 |
|
|
2024
Q1 | $668K | Buy |
+6,400
| New | +$668K | 0.14% | 80 |
|
|
2023
Q4 | – | Sell |
-2,685
| Closed | -$203K | – | 125 |
|
|
2023
Q3 | $203K | Buy |
+2,685
| New | +$203K | 0.04% | 119 |
|