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	-5,053	Closed	-$568K	–	1206
2025 Q1	$568K	Buy	5,053 +35	+0.7%	+$4.33K	0.02%	629
2024 Q4	$626K	Hold	5,018	–	–	0.02%	615
2024 Q3	$545K	Hold	5,018	–	–	0.02%	699
2024 Q2	$495K	Hold	5,018	–	–	0.02%	641
2024 Q1	$524K	Sell	5,018 -5	-0.1%	-$483	0.02%	619
2023 Q4	$466K	Sell	5,023 -18	-0.4%	-$1.49K	0.02%	623
2023 Q3	$381K	Sell	5,041 -48	-0.9%	-$3.78K	0.02%	642
2023 Q2	$370K	Buy	5,089 +3	+0.1%	+$205	0.02%	645
2023 Q1	$371K	Sell	5,086 -60	-1%	-$5.13K	0.02%	615
2022 Q4	$435K	Buy	5,146 +60	+1%	+$5.3K	0.03%	530
2022 Q3	$415K	Buy	5,086 +15	+0.3%	+$1.27K	0.03%	514
2022 Q2	$406K	Hold	5,071	–	–	0.04%	442
2022 Q1	$471K	Buy	5,071 +25	+0.5%	+$2.44K	0.04%	427
2021 Q4	$458K	Buy	5,046 +499	+11%	+$44.5K	0.03%	463
2021 Q3	$365K	Sell	4,547 -162	-3%	-$12K	0.03%	531
2021 Q2	$356K	Buy	+4,709	New	+$368K	0.02%	643
2018 Q2	–	Sell	-462	Closed	-$39K	–	1382
2018 Q1	$39K	Sell	462 -201	-30%	-$17.3K	0.01%	760
2017 Q4	$56K	Buy	663 +629	+1,850%	+$50.6K	0.01%	667
2017 Q3	$3K	Hold	34	–	–	﹤0.01%	1181
2017 Q2	$82	Hold	34	–	–	0.04%	384
2017 Q1	$2K	Hold	34	–	–	﹤0.01%	1107
2016 Q4	$2K	Buy	+34	New	+$2.11K	﹤0.01%	1060