IHT Wealth Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $626K | Hold |
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $356K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $39K | Sell |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $82 | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Buy |
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